Getting to the Basics of Trust Planning




The Life Planning 101 Podcast show

Summary: <br> <p class="MsoNormal"><span style="font-size: 11pt;">Over the years we’ve written several articles about estate planning. This week I would like to address a specific aspect: trusts. A trust is simply an agreement under which property and/or assets are held and managed by one party for the benefit of. Once again, begin by narrowing down what you want. Is it…<br> <br></span></p><br> <p></p>