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How to Choose the Right Trustee for Your Estate Kiplinger Form

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How to Choose the Right Trustee for Your Estate Kiplinger Form

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when you consider people for this role above all whatever particular skills or abilities they need to have they've gotta you've got to believe in their integrity if you don't believe in their integrity I don't care if they're a CPA and an attorney whatever qualifications you point to if you can't believe in their integrity this person should not be in the position of trustee Ben and I both emphatically agree that this is a fiduciary you're putting them in a position of great trust where as a result there's a great opportunity for Mischief a Mischief that may not be easily discovered [Music] is a podcast dedicated to helping you get the most out of your retirement sponsored by Tucker Allen Attorney CPA Joe Cordell features guests each week to discuss prominent topics for those over 55. here's attorney CPA Joe Cordell welcome to another episode of life's third act today we're going to talk about trust

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