ARTICLE
24 October 2023

Fiduciary Issues In Estate Planning (Podcast)

VW
Duggan Bertsch
Contributor
Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
Is there such a thing as a fiduciary financial advisor and, if so, what does that mean? Tune in to today's episode when our host Mary Vandenack, CEO, Founder and Managing Partner...
United States Family and Matrimonial
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Is there such a thing as a fiduciary financial advisor and, if so, what does that mean? Tune in to today's episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen talks to Ross Polking, Senior Lead Advisor and Business Development with The Foster Group. They start the discussion explaining the concept of fiduciary, why someone should care and how to find out if a firm is a fiduciary. From there they launch into conflict of interest in financial planning, written agreements with investment advisors, and the key advantages of using one.

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Originally published 25 October 2022.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

ARTICLE
24 October 2023

Fiduciary Issues In Estate Planning (Podcast)

United States Family and Matrimonial
Contributor
Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
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