Word of the Week: Trust

A trust is a separate legal entity that allows a third party or the trustee to oversee assets on behalf of a beneficiary. There are many different types of trusts that allow the beneficiary to receive the principal and income at different times and in different ways.

X
Facebook
LinkedIn

Related Posts

Level’s Chief Investment Officer, Steven Elwell, CFP®, discusses second quarter market performance in this 20-minute video. Transcript available here. Level

Contact Us

Schedule a Free 15-Minute Call

Contact Us