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Age Suitability None Specified
Category Talks & Lectures

Legacy Seminar 3 - In Whom We Trust

Saturday, Mar 29 2:30p

In Whom We Trust

Synopsis

For one reason or other, beneficiaries may not be able or ready to handle large sums of monies. They could be too young, too old, irresponsible, financially immature, lacking mental capacity, etc.

Intentionally or not, most people make outright gifts to loved ones during their lifetime or upon their demise. Many however, have chosen to give conditionally, instead; the latter possible with the use of Trusts. There are testamentary trusts created on one’s death through
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