Aug
02

Trust Basics

posted on August 2nd 2018 in San Diego CFP Team Posts with 0 Comments

Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and CERTIFIED FINANCIAL PLANNER™ professional, boils it down to the simplest of terms:  

Read Article