For Michael Gold, president and CEO of Gold Family Wealth, clients become family. He is on a mission every day to enrich their lives and enhance their experience by delivering massive value in helping them realize their financial goals, while working to preserve and safeguard their wealth.
What You Need to Know When Choosing the Right Trustee
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.