Estate planning can be very overwhelming. In this video, Rob and estate planning expert Bridget Mullaney discuss estate planning, asset management, and what your options are.
- What is a revocable trust?
- What is asset management?
- Is a trust right for you?
- Probate avoidance
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.