Case Study: Using Trusts in Your Estate Plan Largely Depends on Your Intent

<p>Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. </p><p> Read the Article: <a href='https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent'>https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent</a>  </p>