This is our second episode discussing the core items you should have when planning for your estate. Today, Stacey is discussing trusts- who should have one, why someone should have one and what is the difference is in a trust and power of attorney or other agreements. She also explains some of the details of beneficiaries that you should be aware of. If you missed last week, don't forget to go back and listen to episode 45, and if you have questions, please email us at [email protected].  Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

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