Estate Planning And Trusts

Smart Money

内容由Gulf & Fraser提供。所有播客内容（包括剧集、图形和播客描述）均由 Gulf & Fraser 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

5y ago 7:18

MP3•单集首页

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.

Our mission

We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

26集单集

#G&F Financial Group #F Financial Group #Trading #Business #Podcasting Education #Investing #Banking #Financial #Businessbanking