Samanta Lopez, Trust Officer at Wealth Enhancement, was featured by CNN in, “Best banks for trust accounts in November 2024.”
‘Trust Officer Samanta Lopez of Wealth Enhancement Group said trusts are a financial tool for families and individuals to provide support and protection for their loved ones or their designated group of beneficiaries. She said trusts are unique in that they are governed by a legal document, the trust agreement, which is usually prepared by an attorney according to the wishes of the grantor or donor. A trust can also include a range of different assets, including stocks and bonds, real estate, cash, insurance policies, art, and more.’
Access the full article written by Holly Johnson here.
