Is it really necessary to set up a trust? Fran shares what her age and assets are when she asks this important question. While David is not a lawyer, as a financial advisor he shares some of the reasons why or why not someone would want or need a trust when estate planning. Tune in as David answers this and two other questions from the mailbag on today’s show.
Here are the listener questions David answers:
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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