Your Life Simplified: A Financial & Wealth Management Podcast

Picking the Right Trustee


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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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Your Life Simplified: A Financial & Wealth Management PodcastBy Mariner

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