Trusts & Estate Planning: What You Need to Know

Trusts & Estate Planning: What You Need to KnowIn this episode of the Family Office Insider Podcast, Jason Nagel, founder of Three60 Wealth, dives into the complexities of estate planning for families with a family trust. He explains why assets held within a trust are not governed by a will and highlights the importance of appointing the right trustees and creating a letter of wishes to guide them. If you have a family trust, understanding these nuances can help ensure your estate is structured according to your intentions. Listen now to gain valuable insights, and visit Three60wealth.ca to learn more.