Archive for April, 2025

Understanding the difference between directed and delegated trusts is key to effective estate planning. In this video, we break down how each trust structure works and which might be the right fit for your financial goals. <iframe width=”878″ height=”494″ src=”https://www.youtube.com/embed/OK_gPQQHdWo?si=NRq_HgmYa45cH4dg&amp;start=3″ title=”YouTube video player” frameborder=”0″ allow=”accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share” referrerpolicy=”strict-origin-when-cross-origin” allowfullscreen></iframe>