Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about things to contemplate when selecting a trustee for your estate plan.  Dive into what to consider, how each relationship would work, and what would function best for your situation.

More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB

Important legal disclosure: http://bit.ly/2DC250b

Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager about things to contemplate when selecting a trustee for your estate plan. Dive into what to consider, how each relationship would work, and what would function best for your situation. More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB Important legal disclosure: http://bit.ly/2DC250b

Episode 5 – Selecting a Trustee

A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Episode 5 – Selecting a Trustee

Episode 5 – Selecting a Trustee