Casey Smith quoted in Berry Magazine

Posted on 26. Oct, 2009 by wiserwealth

Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey’s quote  came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey’s main point, which is that any advice on gifting should be sought from a professional acting in a fiduciary capacity. A non-fiduciary or salesperson such as a banker or broker may only be looking to make a sale of an annuity or life insurance policy. This would not be unbiased advice. You can view the article HERE.