
You Set Up a Trust… Now What? (with Blake McKibbin, JD, ChFC®, CLU®)
The Long Game
00:00
Outro
Thomas and Blake summarize key next steps: fund the trust, update beneficiaries, and revisit plans over time.
Play episode from 20:55
Transcript

Thomas and Blake summarize key next steps: fund the trust, update beneficiaries, and revisit plans over time.