
Understanding Trust Strategy with Steve Keller
KeishafromBelly
Description
<p>On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes Steve Keller. Steve is the owner of Steve Keller consulting and specializes in trust consulting for business owners and investors. </p> <p>In this episode, Steve and Mike take a deep dive into how he has utilized trusts for tax mitigation, payment of personal expenses and wealth transfer to next of kin. This is a terrific episode for business owners and affluent families. </p> <p>For more information on Menninger & Associates Financial Planning visit <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0txeUpuYjg1bzVwNi1DZlhOalR2YnJIWkFRUXxBQ3Jtc0tuZm5waWtfTzZ6aEZYclBVZ1FZbUsxTHM2Ml9mUE1mbUhFakZ5S05wUC1aOHoxMjRtbEh3Zzh1ZVdJUDdZMTNCSzVXWVkzMG1scHR3UGozVXVtY2x5djktZXFYT1Jhcjc5YmVBa25KVXBXd2g4UWVLNA&q=https%3A%2F%2Fmaaplanning.com%2F&v=-w_Ai9NsjgE'>https://maaplanning.com</a></p>