Let’s Talk About Trusts
Retirement & Estate Planning
November 17, 2021
Damian McGrath, Senior Trust Advisor with Raymond James Trust, joins the Advantaged Investor to discuss trusts, including:
1. What is a trust?
2. When should a person consider a testamentary trust?
3. What about lifetime trusts, when might these be used?
4. Is a trust about tax?
5. Who should be a trustee?
