Our Team Deepens Its Knowledge of Trust Planning

Colby Kaluzniak recently completed the Cannon Trust School 2 program in Phoenix, a comprehensive course in advanced trust strategies and estate planning. Through this training, Colby learned more in depth about:

Gift and Estate Tax planning
Advanced Marital and Generation Skipping Trusts
Qualified Terminal Interest Property (QTIP) Trusts
Trust Asset Allocation & Administration
Decanting strategies and trust optimization

Why this matters for your family:

Complex trust planning is one of the most powerful tools for building generational wealth and tax efficiency. Our team’s continued education ensures we’re equipped to help you:

Minimize tax impact on your estate
Preserve and protect assets for future generations
Create customized trust structures aligned with your goals
Navigate administration with precision and care

At Acumen Wealth Advisors, we invest in our team’s ongoing education and development so we can provide thoughtful guidance as you plan for, protect, and preserve your family’s legacy.