Video Title Here

How helpful was this video? 5 being most helpful

  • 1
  • 2
  • 3
  • 4
  • 5
Main Menu

More on Transferring Wealth

  • What Does a Trustee Do?

  • A trustee is the person or organization a donor entrusts to carry out his or her wishes for a trust. What, then, are a trustee's roles and responsibilities?

  • What Is a GRAT?

  • Ricky explains a common estate planning tool called a Grantor Retained Annuity Trust, or a GRAT.

  • What Is a Trust?

  • Ricky discusses the three key roles in every trust and explains the advantages of using one to pass assets to other people or organizations.

  • What Is an Estate Plan?

  • Learn exactly what an estate plan is, and who’s in line to collect your wealth when you pass away.