7 Sep 2018: Trust Funds - When a Will is Not Enough
The ABF Podcast
The ABF Podcast
7 Sep 2018: Trust Funds - When a Will is Not Enough
Wealth managers and estate planners explain why you might want to set up a trust fund even if you are not crazy rich. Guests: Keon Chee, Estate ...
Bookmark
The ABF Podcast
7 Sep 2018: Trust Funds - When a Will is Not Enough
(Updated: )Wealth managers and estate planners explain why you might want to set up a trust fund even if you are not crazy rich. Guests: Keon Chee, Estate Planning Advisor with Kensington Trust; Neo Ley Lee, client of Kensington Trust; Rainer Michael Preiss, Executive Director at Taurus Wealth Advisors; and Yash Mishra, Head of Private Client Services at Taurus Wealth Advisors.