Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
In part two of our Estate Planning Basics Series, Shawn is joined on the podcast by Chris Staples, Chief Operating Officer of the Hilliard Lyons Trust Company. Chris provides some of the reasons that warrant changing your trust and estate documents along with commentary around the different parties involved in the administration and life of a Trust. Finally, Shawn and Chris touch on some potential changes that we could see with regards to Estate and Gift Tax law over the next few years.
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