Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored
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In this insightful episode of Frank Wealth Insights, Frank Fantozzi and special guest, Kate Shackleton, Executive VP, Trust & Insurance at LPL Financial, delve into the critical choice between corporate trustees and individual trustees. Trust administration can be complex, and selecting the right trustee is crucial for ensuring the effective management and protection of assets. Listen as Frank and Kate discuss the importance of trusts and explore the pros and cons of both corporate and individual trustees. Whether you're setting up a trust for the first time or considering a trustee change, this episode offers valuable insights to help you make informed decisions.
The information discussed is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Return on Life® Wealth Partners cannot guarantee that the information discussed is accurate, complete, or timely. Return on Life® Wealth Partners makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
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