Finer Tips- Funding Trusts

Finer Tips- Funding Trusts

The Finer Wealth Report

19/03/2018 6:32PM

Episode Synopsis "Finer Tips- Funding Trusts"

Mike goes over what it means to actually operate a trust beyond just the creation of one. Funding the trust and what assets to include in a trust are discussed. As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask! Video: https://www.youtube.com/watch?v=Kbxa8irRvq4 Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970 Office Number: 978-740-1011 Gary's Email: [email protected]

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