Stacks of Cash

Estate Planning - Benefits of a Trust

Monterey Wealth

Trusts can play an important role in the Estate Planning process. In this episode we discuss.

  • What happens, practically speaking, when someone dies.
  • Why Trusts can expediate the process for your heirs
  • Who is the right person to be a Trustee
  • Benefits of having a Trust 

If you have any business-related questions, Devin's contact information is below:

Devin B. Phillips
Weener Nathan Phillips LLP
(Phone) (770) 392-9004
(Email) dphillips@wnpllp.com