Monthly Archives: October 2020

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Active vs. Passive Investments / Trusts with Attorney Jay Hagerman



Ever wonder about trusts? There is so much conflicting information out there about trusts that it can be overwhelming.

In this episode of the Beyond your Money podcast Mike Dukovich talks about an ongoing debate by discussing the pros and cons between active and passive investments. Then, while going ‘Beyond Your Money’ he is joined by attorney Jay Hagerman of Abernathy & Hagerman – Elder Law. Mike and Jay dive into a specific estate planning tool; the trust – what are trusts, why they are utilized and who they make sense for.

In this episode, you will learn:

  • The various types of trusts 
  • The components and the various parties involved
  • What kind of rules you can create in your trust
  • When and who should consider a trust
  • And more!

Tune in now to hear more about this important building block for your estate with Mike Dukovich and Jay Hagerman.

Resources:    RBC Wealth Management | (724) 933-4446 | michael.dukovich@rbc.com