Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
27 episodes
2 months 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 11: Common Mistakes in Estate Planning (Part 2 of 3)
• Importance of reviewing and updating estate planning documents over time and the reasons why
• Have you informed the people you have named in estate plan and told them where you keep your estate planning documents?
• Importance of making a list of your assets and accounts
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.
