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Trusts: Everything You Wanted to Know but Didn't Know To Ask In-Person
Is having a trust in your estate plan the best option for you? In this session, Attorney Brendan Daly will demystify trusts and explain why a trust may – or may not - be suitable for you and why. First, you’ll learn about some of the most common types of trusts and the purpose and benefits of each, such as protecting assets, avoiding probate, minimizing taxes, and keeping public benefits for a loved one. Whether you are new to trusts or even understand them well, you’ll walk away understanding how and when to use these powerful planning tools to your advantage.
- Date:
- Tuesday, January 21, 2025
- Time:
- 6:00 PM - 7:00 PM
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- Friends' Room
- Audience:
- Adult
- Categories:
- Financial Education