BIF Bites

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Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight?

Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.

Get ready to pass the exam with The BIF Review! Our 8-week CFP® Exam prep course covers everything you need to know (and we have a lot of fun doing it).

Try The BIF Review FREE for 30 days!

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BIF BitesBy BIF Crew

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