About Marcia Paltenstein

Marcia Paltenstein is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Marcia's Biography >

Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]

By |2019-07-15T19:56:49+00:00February 1st, 2017|Whitepapers|Comments Off on Serving as a Trustee – What to Know