WOW Me! - Women on Wealth Management Education

Trusts - Why or Why Not?


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25 Quick Minutes on Important Facts and Things to know about TRUSTS including:

  • The difference between Revocable and Irrevocable Trusts
  • Why even though a Trust is great, it may be too much for some people (think trust funding)
  • Pour Over Will – what it is and what it isn’t?
  • Presented by Healther L. Fish, Licensed Fiduciary


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    WOW Me! - Women on Wealth Management EducationBy Keystone Capital Management Group

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