The Legacy Lounge: Episode 4 Elly Hutchings

Описание к видео The Legacy Lounge: Episode 4 Elly Hutchings

As our next guest in The Legacy Lounge, we welcome Elly Hutchings, a leader in the field of trust services and an expert in connecting connecting individuals and families with high caliber trust and estate administration services. Elly is the Vice President and Regional Director for Cumberland Trust.

In this episode, our Kayla Tolunay and Elly talk about what a trust company does and how they work with successful families, discuss navigating interesting family dynamics, and cover the really hot, and important, topic of how to involve the next gen in planning.

#estateplanning #trusts #trustsandestates #taxplanning #legacyplanning #lifeinsurance #nextgen #wealthmanagement

To learn more about Stavis Wealth Transfer Solutions, visit us here: https://wealthtransfersolutions.com/

Комментарии

Информация по комментариям в разработке