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Rosewood Wealth Management

Home
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Our Story
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John Stillman
September 26, 2023

Do I Need a Trust?

John Stillman
September 26, 2023

We’re back once again with Tim Nordgren, an attorney at Schell Bray in Chapel Hill, to talk more about estate planning. Today we want to address one of the most common questions that people ask about their estate plan: do I need a trust?

Newer PostEstate Planning Disasters
Older PostWhat Estate Planning Documents Should I Have?

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1519 Pleasant Green Road, Durham, NC, 27705919-391-3446info@rosewoodwealthmanagement.com

RETIREMENT PLANNING & OTHER FINANCIAL SERVICES in DURHAM, NC

Carolina Wealth Stewards, doing business as Rosewood Wealth Management, is a Registered Investment Adviser with the state of North Carolina and in compliance with the current registration requirements of the state.  Any information on this website should not be construed by any consumer and/or prospective client as personalized investment. A copy of Carolina Wealth Stewards current written disclosure statement discussing business operations, services, and fees is available upon written request.

John Stillman, owner of Carolina Wealth Stewards,  is a financial advisor in Durham, NC specializing in retirement income planning, long term care management, wealth management, and legacy planning.