Byron Moore, CFP® and Mike Jones

Podcast - Should you serve as an individual trustee? (3:44)

By Byron Moore, posted January 4, 2018

The following segment first aired on KEDM 90.3.

Before you say “yes!” to that family member or friend who has asked you to serve as trustee for their trust, you may want to consider these points...

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Byron R. Moore, CFP® is Managing Director / Planning Group of Argent Advisors, Inc. Email him at Write to him at 500 East Reynolds Drive, Ruston, LA 71270 or call him at (318) 251-5858. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc.  No forecasts can be guaranteed.  Argent Advisors, Inc. does not offer tax, insurance or legal advice.  The information contained in this column should not be construed as a substitute for personalized investment, tax, insurance or legal advice.

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