Using Trusts in Your Estate Plan Largely Depends on Your Intent

Original Air Date: January 22, 2022

Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. 

 Read the Article: https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent