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Estate Planning Key Roles: Executor, Power of Attorney, Trustee

Dec 6, 2019

Estate Planning Key Roles: Executor, Power of Attorney, Trustee

Dec 6, 2019 When it comes to Estate Planning, placing the right person in each key role is critical to ensure your wishes are followed and your family isn’t blindsided. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD, walks us through what those roles are.

Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections from our radio programs.