All content for The Finer Wealth Report is the property of The Finer Wealth Report 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.
September 2024 update from Finer Wealth Management
Mike goes over what it means to actually operate a trust beyond just the creation of one. Funding the trust and what assets to include in a trust are discussed.
As always Mike and Gary are happy to answer questions on our channel, over the phone or via email so do not hesitate to ask!
Video: https://www.youtube.com/watch?v=Kbxa8irRvq4
Office Address: 530 Loring Avenue, Suite 302, Salem, MA 01970
Office Number: 978-740-1011
Gary's Email: gary.coon@finer.com
The Finer Wealth Report
September 2024 update from Finer Wealth Management
