Episode 5 – Selecting a Trustee

from A Thousand Miles from Wall Street · host Creative Planning

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street 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. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team! Important legal disclosure: http://bit.ly/2DC250b

Episode metadata supplied by the publisher feed · Published May 28, 2019

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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

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Episode 5 – Selecting a Trustee

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