Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss how the “stuff” we collect and later share can be a potential source of disputes if not proactively addressed through wills or trusts. Listen in as we explore these topics in the latest podcast episode.
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.
Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important Creative Planning legal disclosure: http://bit.ly/2DC250b