Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode.
A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.