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