Getting to the Basics of Trust Planning
The Life Planning 101 Podcast

Getting to the Basics of Trust Planning

2016-02-08

Over the years we’ve written several articles about estate planning. This week I would like to address a specific aspect: trusts. A trust is simply an agreement under which property and/or assets are held and managed by one party for the benefit of. Once again, begin by narrowing down what you want. Is it…

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