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Horizon Advisers Unleashed Podcast - Episode #63 What is the Role of a Trustee?

May 25, 2022

Ryan, Alex, and Andrew discuss the role of a trustee in estate planning. This person/entity is in charge of your estate when you are no longer here. Being trustee is a lot of work! Closing out an estate can be very complicated and there are a lot of factors that go into the decision making. We think its best to work with a team that can assist you. They also cover some common mistakes they have seen in their experience.

Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services are provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services. 5455 Corporate Dr. Suite 210 Troy, MI 48098