Trusts and why you need to understand them - in just 3 minutes!

November 21, 2019 | Dan Rudisuela


David Chilton succinctly explains the role that trusts can play in caring for your loved ones. You may be surprised at how many people they can benefit.

We are big believers in financial literacy and any time a complex, intimidating financial topic can be explained simply we are excited to share it. Trusts are often misunderstood and complicated but they can be incredibly useful tools in organizing your affairs. In this new video, David Chilton does a great job of making the topic of trusts interesting and relevant. If you have three minutes to watch it you will come away smarter.

If you have a question about your particular situation and would like a conversation one-on-one, I can be reached right here.