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Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd., and Joe Saul-Sehy, host of the Stacking Benjamins podcast, discuss what should take priority: planning for retirement or planning for potential economic disaster?
Should your estate plan include a trust?Is creating a trust appropriate for your estate plan? Learn about the ramifications of trusts on probate, inheritance, and maintaining control of your assets. Listen to Joe Saul-Sehy on www.moneytreepodcast.com and www.stackingbenjamins.com. Follow him on Twitter @AverageJoeMoney
By Douglas Goldstein | CFP® | Profile Investment Services4.9
3030 ratings
Douglas Goldstein, CFP®, director of Profile Investment Services, Ltd., and Joe Saul-Sehy, host of the Stacking Benjamins podcast, discuss what should take priority: planning for retirement or planning for potential economic disaster?
Should your estate plan include a trust?Is creating a trust appropriate for your estate plan? Learn about the ramifications of trusts on probate, inheritance, and maintaining control of your assets. Listen to Joe Saul-Sehy on www.moneytreepodcast.com and www.stackingbenjamins.com. Follow him on Twitter @AverageJoeMoney

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