Foundations & Trusts

Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or maybe you are considering it for your situation- discover everything you should know about them to make the best choice for your family. Michael L....

Trusts and the right kind of trustee could play an important role in your family’s future - especially for those with special situations. Join us for our next free virtual townhall and find out how proper planning and the use of special trusts could potentially benefit your family! Michael L. Thompson, CAP®, AIF®, AEP® of...