Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

 

Trusts Made Simple

| June 25, 2016
Share |

Revocable trust, irrevocable trusts, GRATS, GRUTS, CRTS….what???? Using a trust can be a great estate planning tool - but how do you know when you need one and what the right kind is for your situation?

In this episosde Mary Sterk takes the complex world of trusts and makes it simple and easy to understand. Special guest, attorney Lindsey Buchheit, adds in specialized knowledge to help you with your trust planning. Learn the difference between several types of poular tusts, and when they make sense in an estate plan.

Click here for your free Trust Basics Guide.

Subscribe To Our Podcast Here – iTunes

Share |