Trusts - Why or Why Not?

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WOW Me! - Women on Wealth Management Education

Keystone Capital Management Group

61 episodes

1 week ago

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..

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All content for WOW Me! - Women on Wealth Management Education is the property of Keystone Capital Management Group 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.

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..

Show more...

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Trusts - Why or Why Not?

WOW Me! - Women on Wealth Management Education

33 minutes 25 seconds

2 years ago

Trusts - Why or Why Not?

25 Quick Minutes on Important Facts and Things to know about TRUSTS including:

The difference between Revocable and Irrevocable Trusts
Why even though a Trust is great, it may be too much for some people (think trust funding)
Pour Over Will – what it is and what it isn’t?

Presented by Healther L. Fish, Licensed Fiduciary