Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode.
A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Important Creative Planning legal disclosure: http://bit.ly/2DC250b