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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
"Make sure you have the information and insight to make informed decisions as best you can."
Today on the Cresco WealthCast we are joined again by Christianne Murphy, Lawyer and Owner of Murphy's Law. In our last episode we discussed choosing a guardian for your child, now, we take a look at how to effectively and thoughtfully transfer your wealth to your children should you pass away. Have a listen as Christianne, Wayne and Dimitri chat about setting up a Trust and some important considerations in choosing a Trustee.
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