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Living Trusts: Do I Really Need One?

  • Broadcast in Finance
Tax Investment Planning Show

Tax Investment Planning Show


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Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  

The views expressed in this talk are solely the opinions of the speakers involved.  

These opinions are general in nature and not designed to provide specific investment advice to individuals. 
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CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences


Living Trusts. Do I Really Need One?

A.J. (Buddy) Welch and Donald Bolden join me on the show to discuss the need for a living trusts.

If you have a question in regard to living trusts, please send me an email to LRobinson@CapSouthPartners.com.