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.
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5 Wealth Transfer Strategies to Consider Before the Estate Tax Exemption Expires
Lifetime estate tax exemption set to sunset: Put strategies in place now. Download our Wealth Transfer Guide to help minimize taxes on your estate.
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