Wealth Is In The Details Podcast
Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)
How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also … Continue reading Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75) →