Everything You Need to Know About Trusts: An Estate Attorney's Guide
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Trusts and estate planning in general can be daunting and confusing, but with the right team around you it can be a smooth process that protects you and your family's interests throughout your life and beyond. In today's episode, estate attorney Jodi Murphy returns to the podcast to explain what trusts are, how they work, why you would want want, and how to set them up. She also walks through a few practical examples of trusts in action, dealing with death and inheritance, providing for children and disabled individuals, and more.
Book a consult with Jodi:
Web: https://murphyberglund.com
Email: jodi@murphyberglund.com
Follow Matt Murphy
Web: https://www.benetaswealth.com
Newsletter: http://eepurl.com/jb7SNc
LinkedIn: https://www.linkedin.com/in/mattmurphycfp
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.
Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.
Exchange-traded funds (ETFs) are subject to market volatility, including
the risks of their underlying investments. They are not individually redeemable from the fund and are bought and sold at the current market price, which may be above or below their net asset value.
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