Peter Mallouk interviews Amanda Burge, Creative Planning Wealth Manager and Annie Rogers, Creative Planning Attorney about when you should establish a Trust, remembering to move assets into the Trust and how to ensure you have your estate in order so your wishes are followed and loved ones are cared for. Estate regulations, tax laws, and life situations change constantly so reviewing your overall plan regularly is an important part of financial stability. Join in for our discussion in our latest episode.

More about guest Wealth Manager, Amanda Burge: http://bit.ly/2wcL6NB

More about guest Attorney, Annie Rogers: http://bit.ly/2wp83gF

Important legal disclosure: http://bit.ly/2DC250b