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PODCASTS

A Matter of Trust

Annie Rogers

Christina Knopke

An Estate Planning Podcast With Annie Rogers and Christina Knopke

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. They educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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A Matter of Trust

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

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Request a Meeting

Thank you for your interest in Creative Planning!

A Matter of Trust

Annie Rogers

Christina Knopke

An Estate Planning Podcast With Annie Rogers and Christina Knopke

The Ins and Outs of Limited Liability Corporations (LLCs)

Why You Should Add Your Revocable Living Trust to Your Insurance Policies

Estate Planning Considerations for Unmarried Couples

Eight New Year’s Estate Planning Resolutions

‘Tis the Season for Giving

Dodging Bullets: The Latest Estate Tax News

#1 Ranking

$225 Billion

“Your wealth works harder when it works together.”

Serving Clients Nationwide

50

STATES & ABROAD

$225

BILLION

(866) 273-2848

Request Meeting

Services

Insights

About

Locations

Thank you for your interest in Creative Planning!

A Matter of Trust

Annie Rogers

Christina Knopke

An Estate Planning Podcast With Annie Rogers and Christina Knopke

The Ins and Outs of Limited Liability Corporations (LLCs)

Why You Should Add Your Revocable Living Trust to Your Insurance Policies

Estate Planning Considerations for Unmarried Couples

Eight New Year’s Estate Planning Resolutions

‘Tis the Season for Giving

Dodging Bullets: The Latest Estate Tax News

Services for Individuals

Services for Institutions

Awards & Accolades

#1 Ranking

$225 Billion

Articles

PODCASTS

About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Locations

Serving Clients Nationwide

50

STATES & ABROAD

$225

BILLION

(866) 273-2848

Request Meeting

Services

Insights

About

Locations