Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s important to consider your options and who will make the best choices for you. Cindy Bozik, national managing director of trust services, joins this episode of Your Life Simplified to share her advice for picking the right trustee for you.
As your needs evolve, so do we. We’re excited to introduce the modernized Mariner brand and an enhanced website experience to meet your modern wealth needs. Take a look around to access all things Mariner.
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