by Savvysite | Apr 28, 2022 | Estate Planning, SWWM, The Savvy Women Show
Click on the image above to view this video. Estate Planning – What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want...
by Savvysite | Dec 21, 2017 | Estate Planning, SWWM, The Savvy Minute
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...