Types of trusts
Have clients who think trust funds are a tool of the ultra rich? Use this article to explain and explore the many types of trusts, from revocable and irrevocable to charitable, special needs and minor’s trusts. Put your own spin on this content based on your experiences working with clients and the services you offer.
An executor is one of the most important pieces of an estate plan, so your clients may have questions about who they should name. This article walks through different considerations to help them decide, while allowing you to add your unique perspective, including anecdotes, experience and services offered.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
Have clients who think trust funds are a tool of the ultra rich? Use this article to explain and explore the many types of trusts, from revocable and irrevocable to charitable, special needs and minor’s trusts. Put your own spin on this content based on your experiences working with clients and the services you offer.
An executor is one of the most important pieces of an estate plan, so your clients may have questions about who they should name. This article walks through different considerations to help them decide, while allowing you to add your unique perspective, including anecdotes, experience and services offered.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
Have clients who think trust funds are a tool of the ultra rich? Use this article to explain and explore the many types of trusts, from revocable and irrevocable to charitable, special needs and minor’s trusts. Put your own spin on this content based on your experiences working with clients and the services you offer.
An executor is one of the most important pieces of an estate plan, so your clients may have questions about who they should name. This article walks through different considerations to help them decide, while allowing you to add your unique perspective, including anecdotes, experience and services offered.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
