Efficient Wealth Transfer using Segregated Funds

Efficient Wealth Transfer using Segregated Funds

Efficient Wealth Transfer using Segregated FundsBy: Mike Plume
Published on: 04/03/2024

In this blog we will look at the efficient, streamlined transfer of wealth using segregated funds and their ability to bypass probate, offer creditor protection, etc.

Efficient Wealth Transfer using Segregated Funds