Cautionary Tale: When a Bank Declines Responsibility

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In this "Cautionary Tales" episode, we explore the critical (and often overlooked!) decision of choosing your Executor and Trustee, featuring two real stories that went disastrously wrong. We also break down the red flags to avoid and practical tips for picking someone who'll actually protect your plan, intent, and beneficiaries.

Sources and an episode transcript can be found at: LegalTeaPodcast.com.