Jan. 15 – Trusts – when do they make sense?

Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, will discuss:

“Trusts – general estate planning, minor trusts, A/B trusts and more.”

Laurie and her guest will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE