The Keys To Your Legacy with Elijah Keyes, Episode 19
In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Susan Brooksbank, a licensed fiduciary who specializes in Trust and Estate Accountings.
Tune in to the episode to hear about
* The role and responsibilities of a fiduciary, emphasizing the importance of neutrality, detailed record-keeping, and adherence to trust documents
* The complexities of administering trusts, especially in contentious family situations, where beneficiaries may become hostile and litigious
* The critical need for updated trusts and accurate accountings, sharing experiences with complicated cases involving outdated documents and poorly managed assets
* The value of hiring competent attorneys and remaining organized to navigate the intricate legal environment surrounding trust and estate management
Learn more about Susan Brooksbank:
* Visit Susan’s business website: http://www.brooksbankfiduciary.com
* Connect with Susan on LinkedIn: https://www.linkedin.com/in/sbrooksbank
* Email Susan: Susan@BrooksbankFiduciary.com
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About The Keys To Your Legacy with Elijah Keyes:
In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.
Don’t miss an episode of Keys To Your Legacy:
* Website: http://keyeslawgroup.com
* YouTube: https://youtube.com/playlist?list=PLCH7PT_y9xqQjBPpK-l6uIEHRPGg1qgPb&si=LZCB9espZnw44yDG
Connect and learn more from your host, Elijah Keyes:
* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes
* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keyeslawgrouppc
* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2
* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc
* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup
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