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How to choose a trustee and what you need to know.

How to choose a trustee and what you need to know.

by Cliqtechnew | Aug 24, 2021 | Financial Planning

When appointing a trustee to oversee your estate, we recommend that both parties know the roles and responsibilities. A trustee is an individual or company holding and administering assets on behalf of a third party, like property. Your needs are unique and must be...

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