Leaving a Meaningful Legacy with Scott Hartley - Shared screen with speaker view
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how often do you recommend that an estate plan be reviewed? Are there specific occurrences that should trigger estate plan review?
Is it via one’s will or trust that you recommend individual’s carve out some of their estate for charitable or other causes that were/are important to them?
I have heard a lot about charitable remainder trusts. is there a simple summary and description you can provide us?
thank you for an informative talk
Thank you for the presentation
Thank you for a great deal of information