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Newton Knowledge PodcastAuthor: Newton One, LLC
The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group. Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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David Warren – Importance of Trust Planning and Situs
Episode 48
Friday, 6 February, 2026
Join Newton One Advisors (Mark Singer and Steve Target) and David Warren, Co-Founder and Chairman of Bridgeford Trust Company, as they discuss the significance of trust planning and situs. They emphasize the importance of direction, control, and the fiduciary responsibilities of the advisors and trustees involved in this critical planning process.
