CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification.
Testamentary Trust – A trust established by a will that takes effect upon death;
Living Trust – A trust created by a person during his or her lifetime;
Revocable Trust – A trust in which the creator reserves the right to modify or terminate the trust;
Irrevocable Trust – A trust that may not be modified or terminated by the trustor after its creation
Want to get in touch?
Send us your contact information and one of our representatives will be reaching out soon!