Estate Planning: Trustee vs POA [Video]

by Financial Design Studio, Inc. / September 11, 2023

Family dynamics make the legal and financial factors of estate planning complicated. When you better understand the difference between Trustee vs POA, 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.

If you have more questions about the difference between trustee vs POA, and how it impacts your financial plan, reach out! Our team would love to see how we can help bring confidence to your finances.

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Posted in Behind the Designs, Estate Planning

Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.