Trusts can be a valuable estate planning tool, especially for individuals approaching or in retirement!

Join Level Financial Advisors and Judy N. Cuzzacrea Wagner, partner at Harris Beach PLLC for this free, on-line educational session discussing the in’s and out’s of trusts and how they can be a valuable tool in your retirement estate planning. We will discuss what a trust is, how it can be created and funded and how trusts are managed and administered. Participants can ask questions throughout the presentation.