8 episodes

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

A Matter of Trust Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

    • Investing
    • 5.0 • 3 Ratings

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

    Get Specific In Your Special-Needs Estate Planning

    Get Specific In Your Special-Needs Estate Planning

    Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode.

    • 5 min
    How Moving Affects Your Estate Planning Documents

    How Moving Affects Your Estate Planning Documents

    Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode.

    • 5 min
    Legal Lessons Learned from Covid-19

    Legal Lessons Learned from Covid-19

    Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.

    • 7 min
    The Role of a Testamentary Trustee

    The Role of a Testamentary Trustee

    Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised. Listen in as we explore these topics in the latest podcast episode.

    • 6 min
    Choosing A Guardian is A Lifetime Decision

    Choosing A Guardian is A Lifetime Decision

    Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode.

    • 4 min
    Selecting An Estate Executor or Successor Trustee

    Selecting An Estate Executor or Successor Trustee

    Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode.

    • 4 min

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