30 – Trusts 101: The Basics and Benefits

30 – Trusts 101: The Basics and BenefitsSept 26, 2011 – 10:17 minutes (4.7 MB mp3)

Most of us know there are many objectives of estate planning. What we might not understand is why a trust might be a smart option even when there is a will in place.

During this podcast we’ll discuss:

  • Basic estate planning
  • The reasons to create a trust
  • Trust requirements,
  • and the types of trusts

Here with us today to talk about the benefits and basics of trusts is Paula Pollet, senior trust officer with Investment Trust Company.

Advertisement

Comments are closed.

Follow

Get every new post delivered to your Inbox.