KDI Wealth Alchemist EP 18: Navigating Trusts - Partnering for Clarity, Continuity, and Peace of Mind

In this episode, KDI Vice President, Shane Keith sits down with Theresa De Leon, National Sales Director at Arden Trust, to explore how Arden partners with advisors to support clients with complex trust needs. They discuss the benefits of engaging a corporate trustee early, the importance of proper trust administration, and how Arden’s relationship-focused model differs from traditional bank trust services. From protecting aging clients to managing sensitive family dynamics, this episode dives into how trust planning done right can bring clarity, continuity, and peace of mind.

#ArdenTrust #kdiwealth #TrustPlanningExcellence #WealthManagementStrategies #ClientFocusedTrustServices

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