An elderly couple having a discussion with a financial advisor

Let’s Talk About Trusts

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Damian McGrath, Senior Trust Advisor with Raymond James Trust, joins the Advantaged Investor to discuss trusts, including:
1. What is a trust?     
2. When should a person consider a testamentary trust? 
3. What about lifetime trusts, when might these be used?
4. Is a trust about tax?
5. Who should be a trustee?


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