A Will or a Revocable Trust: What’s the Difference and Why Would I Need One?
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
Tag: #Will
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor that specializes in building retirement systems for folks who are in the accumulation, transition, and distribution stages of their financial lifecycle. We help to educate our clients and to provide them with the information and resources they need to take control of their financial future. Control allows our clients to have added confidence in their retirement plan to help provide added peace of mind.
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