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 you prepare to file 2023 taxes and proactively plan for 2024, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2023 tax filing reminders and 2024 tax facts, such as capital gains tax rates. To learn more, download our tax guide.
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