Funding a Trust

M Advisor Podcast: Financial Clarity for Physicians por M Advisor
26 feb 2025
12:43

Notas del episodio

Establishing a family trust or a revocable trust is an important step in a financial plan, but unless the trust is funded properly, it can be a near worthless endeavor. Learn the importance of funding a trust and how to do it.

Palabras clave

financial planning
legacy
estate planning
physicians
doctors
retirement
financial advisor
insurance
investments
trust