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Making Sense of Trusts on Your Financial Choice

By Emily Schlegel

Published January 21, 2020 at 4:51 PM EST

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Lori Catanzaro | Valley National Financial Advisors

Laurie Siebert welcomes guest Nicholas Nanovic, Esq., LL.M., AEP^® from Gross McGinley, LLP,to discuss: "Trusts – When Do They Make Sense?"
 
Laurie and Nicholas discuss general estate planning, minor trusts, A/B trusts, and more.
 

 

(Original air-date: 1/15/2020)