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.
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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.
In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss several situations where you may want to reach out to your estate planning attorney (besides needing an estate plan). Many normal life events and financial transactions can have estate implications you may not be aware of – which ones could be worth giving your attorney a call about?
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.
