Living Trust | Global Wealth Advisors
What should be included in a trust document and pen.

January 5, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or not, Read More...
Considerations in trust funding image of engraved word in stone.

August 9, 2021

Presented By Tom Kennedy, CFP®: A trust is a common estate planning tool that seeks to manage and control the distribution of your assets in the Read More...