Manage episode 244495141 series 1523035
Financial advisor Brian Wiley and attorney Steve Rausch discuss volatile markets, global conflict, and what to do when you want to leave a legacy but not be taxed for it.
Should you gift assets from your trust? What do you need to be aware of? Steve talks about what to look out for when you’re creating a trust to leave a legacy to your family and friends.
Brian Wiley, Financial Advisor www.treecityadvisors.com