Name: The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration by Kowal Investment Group
Duration: 44 min 46 s
Description: Aaron Kowal and guest Chris Berens from Horicon Bank discuss the role of a corporate trustee in an estate plan, review buy-sell agreements, explain the importance of a power of attorney document, and examine various trust planning scenarios.

Jeff Kowal and guest Mark Maynard of Senior Benefit Solutions discuss the four parts of Medicare, share insights regarding annual enrollment, and answer caller questions regarding Medicare.

The Retirement Clinic-10-30-21- Medicare Annual Enrollment

Aaron Kowal and guest Chris Berens from Horicon Bank discuss the role of a corporate trustee in an estate plan, review buy-sell agreements, explain the importance of a power of attorney document, and examine various trust planning scenarios.

The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group's "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com

For important disclosures click here (http://www.kowalinvestmentgroup.com/radio/)

The Retirement Clinic-3-18-23 – Estate Planning & Trust Administration

Kowal Investment Group

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