LPL's Head of Trust, Kate Shackleton, recently joined advisor Frank Fantozzi on his podcast Frank Wealth Insights to discuss the power of working with a corporate trustee. Give it a listen!
You can't spell "trustee" without "trust." It's fundamental to carrying out your final wishes. Corporate trustees have the knowledge and experience to manage complex financial, legal, and tax requirements, as well as navigate family dynamics, helping to ensure the details of your trust are handled with care and professionalism. Join Frank and his guest, Katelyn Shackleton, EVP, Head of Trust and Insurance at LPL Financial, on this episode of Frank Wealth Insights as they unlock the benefits of working with a corporate trustee. https://lnkd.in/d3Wbi6SZ