This week on Upticks, Cory is joined by Samantha Shepherd to talk about trusts, estate planning, and the important responsibilities of a trustee. If you have a trust, you're considering establishing one, or if you're simply interested in learning more about estate planning, this episode is for you!

Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!        

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.            

In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.        

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.       

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#estateplanning #trusts #legacy #upticks #retirement #kansascity

Trustee Responsibilities with Samantha Shepherd (Ep. 244)

Upticks: A Financial Planning & Investment Podcast