Ask Terry Questions Trust funds

Trust funds

By Terry Savage on February 07, 2024 | Financial Planning / Retirement

If we have a will & our only daughter is sole beneficiary, do we need a trust?

Terry Says

That depends on the amount of your assets and the age (and financial abilities) of your daughter.
This short video will answer your questions:
https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4

Recent Financial Planning / Retirement Questions

money

ASK TERRY

a personal
finance question