Up Your Assets: Trust Companies Explained—Preserve Family Wealth & Protect Your Legacy

Ray and James A. Combs, Jr. , the President and CEO of National Advisors Trust Company, discuss the intricacies of legacy planning and the role of trust companies in estate planning. They explore the advantages of using a corporate trustee, the benefits of the directed trust model and the importance of professional expertise in managing trusts. Jim shares insights on the unique offerings of National Advisors Trust and their approach to asset management.

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Ep. 27
Up Your Assets ~ Your Money Isn’t the Only Target: Protect Your Data, Home, and Identity
Ray discusses essential strategies for securing personal data with expert Kenneth Washington, who is the Chief Information Officer at the Tampa Port Authority. They cover a range of topics that are a little more "TECH" related...including the importance of regular software updates, creating strong passwords, the necessity of multi-factor authentication, and securing home and office networks.

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Up Your Assets: Trust Companies Explained—Preserve Family Wealth & Protect Your Legacy · RHS.tv