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:
Charles L. Stanley CFP®, CHFC® & AIF® is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant, and he holds the Accredited Investment Fiduciary® designation. For more than 20 years, Charles has served retired physicians, business owners, corporate executives, retirees, and widows, helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning.
Charles is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit, published by LexisNexis and is the founder and editor of Capital Markets U.com Magazine: He has published an e-book, Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret, and was also a contributing author on How To Manage a Million Dollars Or Less. Charles has been quoted or published in the Journal of Financial Planning, San Diego Union Tribune, San Diego Daily Transcript, American Funeral Director Magazine, Canadian Funeral Director Magazine, The Bottom Line: Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, and Christian Businessman Magazine. He also hosted Senior Money, a radio talk show heard on KCEO AM 1000 and he has appeared as an expert witness in both NASD arbitration and San Diego Superior Court. He is also a Five Star Wealth Manager.
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