10/11/2019 - Your Date With an Emotional Market: Life Lessons & Estate Planning


Manage episode 244495141 series 1523035
By Vicki Wiley and Tree City Advisors. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros



522 episodes