The Power of Trusts Protecting Your Assets & Legacy
Financial Advisors, Bill Engel, CFP®, David Plante, CFP®, and Lance Sherry, JD, CFP®, discuss the power of trusts and how to protect your legacy. They will cover a range of topics, including:
- What is a trust
- Common types of trusts and reasons to use them
- Who needs a trust
- How to establish a trust
- What is the cost
And more!
Content is provided for educational purposes only.
