Join Dave Popowich and Rob Gerrie as they talk to Katharine Zhang, partner with Walsh LLP, about trusts: What they are, why might you need one, and how do they fit into your total wealth plan.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Join Dave Popowich and Rob Gerrie as they talk to Katharine Zhang, partner with Walsh LLP, about trusts: What they are, why might you need one, and how do they fit into your total wealth plan. See omnystudio.com/listener for privacy information.

Join Dave Popowich and Rob Gerrie as they talk to Katharine Zhang, partner with Walsh LLP, about trusts: What they are, why might you need one, and how do they fit into your total wealth plan.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

How do trusts fit into your wealth plan?

More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money.
Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie.
Learn more at www.morethanmoneyradio.com

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More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money. Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie. Learn more at www.morethanmoneyradio.com

More Than Money&nbsp;is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money.
Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie.
Learn more at www.morethanmoneyradio.com

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How do trusts fit into your wealth plan?

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