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Published On: October 19th, 2020

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Where to Start When Settling an Estate

Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. 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

If you have questions or ideas for episodes, email us [email protected]