Family dynamics make the legal and financial factors of estate planning complicated. When you better understand the roles, you will be better equipped to decided who the RIGHT person to fill them. This expert from our podcast breaks down what and when you need a POA and a Trustee.

CHAPTERS :
2:46 Should you use a trustee or a POA?
5:32 Protections of the trustee
7:07 What documentation is required for each role?

Listen to the full episode here! https://financialdesignstudio.com/pod...

READ ARTICLE HERE : coming soon
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We are Financial Design Studio: Michelle, Steve, Rob, Trevore. A team of experienced, fee only financial advisors in Chicago. Our team specializes in financial planning, investment management, and tax planning. If you want to know more about the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you!

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