Legacy Podcast - Identifying Your Successor Trustee and 2023 Best Tax Strategies
It is important to understand who you can name as your successor trustee. Also, you should consider the duties and responsibilities of this position. We will discuss the reasons why your choice of successor trustee needs to meet the qualifications for their fiduciary duty.
This Legacy Podcast will discuss the most common considerations for choosing your successor trustee and 2023 tax strategies. When you attend this event, you will understand who your successor trustee can be and the considerations of their qualifications for this position. Also, you will learn the best tax strategies you can implement for 2023.
Cassandra Lynch, Esq., EA is an American licensed attorney with Legacy Tax Advisors, LLC. She offers advisory services for Wealth and Business planning including trusts, taxes, credit, and entity formation.
Check out our Legacy Trust Guide and forward your questions via email: trusts@legacytaxadvisorsllc.com
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Audiobook🎧: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideAudiobook
Website: https://www.legacytaxadvisorsllc.com/
Understand the who can be your successor trustee of your trust to protect your family from the time-consuming and expensive probate process. Learn the best tax strategies you can implement in 2023 as a small business owner.