Estate Planning and Trust Services for Credit Union Customers. Episode 29

1) What Concentra Trust is. 2) Estate planning and trust services with a broker. 3) Identifying the right client for this service. 4) Bringing in the experts. Guest: Jandy John, the Director of Business Development at Concentra Trust. Jandy is a trust professional with extensive experience managing fiduciary appointments involving a broad range of structures including trusts, estates, guardianships, powers of attorney and corporations. Jandy is well versed in creating comprehensive technical and tax efficient estate planning solutions that brings together the personal and emotional objectives that often influence estate, trust, and incapacity planning.<...