The Difference Between Trustee, Successor Trustee, and More
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The Difference Between Trustee, Successor Trustee, and More
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Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement Playbook, we will discuss various job duties and responsibilities. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com