Is a Corporate Trustee Right for You?

Check Your Balances

English - August 16, 2023 04:00 - 23 minutes - 16.2 MB - ★★★★★ - 49 ratings
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Next Episode: Rob the Roth? & Safe-Harbor for Taxes

Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help.

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