Podcast Episode 41.2

Family Business Series: The Need for Family Trusts in Financial Planning

Episode 41.2 | 8 min
With Guest:
  • Mark Pletts, Founder of Waypoint Capital Advisors

We are joined by guest and financial advisor, Mark Pletts, to talk about creating family trusts, the connection between trusts and life insurance for farms and small businesses, and why financial planning, if done properly, can positively impact generations to come.

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