Episode 26 - Why You Should Choose an Independent Trust Company for Your Estate Planning with Sarah McGrath
In this episode of Your Estate Matters, Nicole and Greg, alongside guest Sarah McGrath from Heritage Trust, explore the benefits of professional executor and trustee services offered by independent trust companies. Sarah, with over 15 years of financial sector experience, explains the advantages of choosing a professional trust company over family members or friends. They discuss the types of trusts managed by Heritage Trust, the qualities of a good trustee, and the importance of fiduciary duties. The episode aims to help listeners make informed decisions about their estate planning needs.
--…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.