Let’s talk about trusts

Episode 23
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?

 

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