Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
27 episodes
1 month ago
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
All content for A Matter of Trust is the property of Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Episode 10: Common mistakes in estate planning (Part 1 of 3)
• Should you add your children on your real estate deed or bank accounts to avoid probate?
• Is it a good idea to leave assets to one child for the benefit of a special needs child?
• Updating beneficiaries on accounts after the death of a spouse
A Matter of Trust
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
