Article

Trusts and Wills (Webinar Recording)

Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. In this webinar recording, a panel of experts discuss the differences between trusts, wills, and other necessary documents.

To download a copy of the transcript, click here.

Additional Resources

The 25 Documents You Need

Legal Notice

This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.