StrategIQ Perspectives - Tax Diversification: Trusts

In this episode of StrategIQ Perspectives, Michael A. Jankowske, Vice President, Estate and Charitable Planning at StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP, discuss the concept of Trusts as the last part of their series on Tax Diversification, A Path to Lifetime Tax Reduction Strategies.


Got questions? Reach out to your advisor or contact:

James L. Hart, AIF®, AIFA®
Financial Advisor
Retirement Plan Consultant
By Phone: 773-917-6500 ext.238
By Email:

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