Leveraging Trusts as Part of a Complete Wealth Management Strategy [PODCAST]

Picture of Redpath and Company Redpath and Company : Jun 25, 2024

Wealth Services
Leveraging Trusts as Part of a Complete Wealth Management Strategy [PODCAST]

Jon Fortin, J.D., Partner and Wealth Services advisor at Redpath and Company, joined Mind the GAAP to discuss trusting planning as part of a sound wealth management strategy.

Jon advises that everyone should have 4 things as part of their legal and wealth management repertoire: a will, a power of attorney, a healthcare directive, and...a trust.

LISTEN TO THE PODCAST:

 

Jon and Mind the GAAP host Sean Sullivan discuss why trusts are important wealth management tools and why individuals with complex wealth management and estate needs should include their entire team of financial advisors in the trust planning process. 

Learn about the different types of trusts and how they can be used to preserve your wealth, create a legacy for future generations, and mitigate tax liability.

If you have questions about this podcast or any other wealth accumulation strategy, contact a Redpath and Company advisor here.
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