Aug 28, 2019
A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum.
Listen in to hear Adviser Investments’ experienced wealth managers and financial planners use real stories to explain what trusts are, what they’re designed to do, how legal and financial know-how intersects and how trusts may be able to benefit you.
We hope you enjoy this overview on trusts. And if you have any questions about how a trust could help with your specific situation, give us a call! We’d be happy to speak with you.
Show notes: https://bit.ly/30FmjPM