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 we believe that 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 opinions and views expressed in this podcast may not necessarily reflect the views of Planned Financial Services dba Return on Life Wealth Partners or its affiliates. This podcast should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Return on Life Wealth Partners. Each name of a guest or a third-party organization mentioned in this podcast is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Return on Life Wealth Partners. Return on Life Wealth Partners is not affiliated with its guest, nor does it provide compensation for such guest appearance. The content of this podcast does not constitute a recommendation from any Return on Life Wealth Partners entity to the recipient and is provided for informational purposes only. Return on Life Wealth Partners is not providing any financial, economic, legal, investment, accounting, or tax advice through this podcast or to its recipient. Certain information contained in this podcast constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Return on Life Wealth Partners has no obligation to provide updates or changes to the information in this podcast. Past performance does not guarantee future results, which may vary. Neither Return on Life Wealth Partners nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability; therefore, including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Neither Return on Life Wealth Partners nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefor (including in respect of direct, indirect, or consequential loss or damage) are expressly disclaimed. The views expressed in this transcript are not necessarily those of Return on Life Wealth Partners and Return on Life Wealth Partners is not providing any financial, economic, legal, accounting, or tax advice or recommendations. 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 advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.
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