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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