What to Plan for at the Beginning and End of Trust's Lifecycle

What should you expect when working with a professional trustee? Guest Expert Yolanda Mazyck outlines what information you should recieve from a trust and what questions you should ask before you reach a signed joinder agreement.

Featured Expert: Yolanda Mazyck, Executive Director, Shared Horizons

Learn More: https://www.shared-horizons.org/

This video is a part of True Link’s Guest Expert Series. We have interviewed leaders knowledgeable in disability planning, elder law, and trust administration and will be sharing their expertise with you in a series of videos and posts.

Note: this video is not intended to provide investment, legal, tax, accounting or medical advice. Before making decisions involving investing, legal, tax, accounting or medical concerns, you should consult appropriate professionals regarding your specific situation.

True Link Financial, Inc. provides the trust administration software and record-keeping platform as well as the True Link Visa Prepaid Card and associated software platform.

Learn More: www.TrueLinkFinancial.com