Frank Wealth Insights
Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out.
Frank Wealth Insights
Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored
In this insightful episode of Frank Wealth Insights, Frank Fantozzi and special guest, Kate Shackleton, Executive VP, Trust & Insurance at LPL Financial, delve into the critical choice between corporate trustees and individual trustees. Trust administration can be complex, and selecting the right trustee is crucial for ensuring the effective management and protection of assets. Listen as Frank and Kate discuss the importance of trusts and explore the pros and cons of both corporate and individual trustees. Whether you're setting up a trust for the first time or considering a trustee change, this episode offers valuable insights to help you make informed decisions.
The information discussed is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Return on Life® Wealth Partners cannot guarantee that the information discussed is accurate, complete, or timely. Return on Life® Wealth Partners makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.
This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.