About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

Decanting a Trust

Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?

2021-10-22T12:53:52+00:00Good to Know|
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