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The Retirement Clinic-6-1-24 – Why You May Need a Corporate Trustee

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Manage episode 422419431 series 2412825
Content provided by Kowal Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kowal Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.
  continue reading

274 episodes

Artwork
iconShare
 
Manage episode 422419431 series 2412825
Content provided by Kowal Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kowal Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jeff Kowal and Chris Berens of Horicon Bank discuss what a Corporate Trustee is and who would use one, examine the benefits of having a Corporate Trustee, and share real-life examples of how things can go wrong and when things go right.
  continue reading

274 episodes

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