Today Jake Murphy sat down with Gentreo’s CFO Jon Quick, and listened to his experience with estate planning. Jon offers some amazing insights into what it is truly like to go through real life events and how an estate plan is so crucial to have in place.
Successor Trustee Duties When the Grantor is Incapacitated
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and