Episode 15 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode!
Episode 15 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on her background and how it has shaped her firm’s investment strategy, values and commitment to serving and empowering women to take active roles in their own financial future. David and Ann also discuss modern trust laws and the unique advantages that South Dakota trusts present in terms of security and privacy as well as taxation and overall flexibility.
Our Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.