BEST OF TALKING MONEY: HOW CAN TRUST SERVICES BENEFIT MY FAMILY AND ME?

Show aired on March 11th, 2023

Senior Personal Trust Officer, David Laign, joins Mike to discuss the various types of trusts and when to consider using one; How to choose a trustee and Personal Representative; What are the advantages of using a Tennessee-chartered public trust company.

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Trusts

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Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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