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Original Air Date: January 22, 2022
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth.
Read the Article: https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent
By Henssler Financial5
1313 ratings
Original Air Date: January 22, 2022
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth.
Read the Article: https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent

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