You've worked your entire life to build something meaningful—but what happens if the person inheriting it isn't prepared to handle it? Learn how families use trusts, trustee services, inheritance safeguards, and special planning techniques to protect assets from poor decisions, creditors, divorce, addiction, and family conflict. This eye-opening session explores how to leave a legacy that helps your loved ones without unintentionally harming them. This course is provided by Trust Matters Financial, 211 E North 1st St, Seneca SC 29678, 864-324-4942, Carolyn@trustmattersfinancial.com.

With over 18 years of experience in the financial services industry, Carolyn Bare specializes in management of investment and tax and estate planning. Carolyn focusses on those areas particularly for families with scary heirs, special needs loved ones or families with complex family dynamics. Disclosure: Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.