The Final Gift: Trust and Estate Settlement

02/07/2025 24 min Temporada 2 Episodio 17
The Final Gift: Trust and Estate Settlement

Listen "The Final Gift: Trust and Estate Settlement"

Episode Synopsis

In this episode of The Currency of Knowledge, co-hosts Christopher Phillips and Holleigh Baker discuss one of the most essential—and often overlooked—aspects of financial planning: estate and trust settlement. With decades of experience guiding families through this emotional and logistical process, they offer clear, practical advice on how to prepare your estate, support your beneficiaries, and avoid unnecessary complications during a time of loss.