WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. Our net worth is around is around $2 Million and I was told we need a living trust to save on estate taxes. How does this all work?
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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.