The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.

Episode metadata supplied by the publisher feed · Published Jun 7, 2024

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The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee

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This episode was published on June 7, 2024.

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