A Matter of Trust

Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

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About

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Recent episodes

  • The Ins and Outs of Limited Liability Corporations (LLCs)Apr 18, 2022 · 7 min
  • Why You Should Add Your Revocable Living Trust to Your Insurance PoliciesMar 21, 2022 · 5 min
  • Estate Planning Considerations for Unmarried CouplesFeb 25, 2022 · 5 min
  • Eight New Year’s Estate Planning ResolutionsJan 18, 2022 · 5 min
  • ‘Tis the Season for GivingDec 20, 2021 · 4 min
  • Dodging Bullets: The Latest Estate Tax NewsNov 15, 2021 · 5 min
  • Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)Oct 18, 2021 · 6 min
  • Important Legal Healthcare DocumentsSep 20, 2021 · 7 min
  • Reasons to Call Your Estate Planning AttorneyAug 16, 2021 · 6 min
  • Revocable Trusts vs. Irrevocable TrustsJul 14, 2021 · 4 min

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