Trusts: An Essential Piece of Your Estate Plan – EP. 63 – Life’s Third Act

15/03/2023

Listen "Trusts: An Essential Piece of Your Estate Plan – EP. 63 – Life’s Third Act"

Episode Synopsis

Join us this week on Life’s Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed. You may be asking, “Do I need a trust?” […]

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