EPISODE · Apr 14, 2023 · 44 MIN
The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Kowal and guest Chris Berens from Horicon Bank discuss the role of a corporate trustee in an estate plan, review buy-sell agreements, explain the importance of a power of attorney document, and examine various trust planning scenarios.
What this episode covers
Aaron Kowal and guest Chris Berens from Horicon Bank discuss the role of a corporate trustee in an estate plan, review buy-sell agreements, explain the importance of a power of attorney document, and examine various trust planning scenarios.
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The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration
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Frequently Asked Questions
How long is this episode of Kowal Investment Group - Now Creative Planning?
This episode is 44 minutes long.
When was this Kowal Investment Group - Now Creative Planning episode published?
This episode was published on April 14, 2023.
What is this episode about?
Aaron Kowal and guest Chris Berens from Horicon Bank discuss the role of a corporate trustee in an estate plan, review buy-sell agreements, explain the importance of a power of attorney document, and examine various trust planning scenarios.
Can I download this Kowal Investment Group - Now Creative Planning episode?
Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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