Not Your Grandmother's Trust: Women with Assets

Not Your Grandmother's Trust: Women with Assets


Zuraw Financial Advisors is a financial planning and investment management firm based in Greensboro, North Carolina. The practice was founded more than a decade ago by Ann Zuraw, Certified Financial Planner™, Chartered Financial Analyst®, and Certified Divorce Financial Analyst® with more than 30 years of experience in financial planning, portfolio management, family businesses, and stock analysis. Inspired by her upbringing and experiences, the firm maintains its commitment to serving families, couples, and women.


Bridgeford Trust Co-Founder, President, and CEO, David Warren recently sat down with Ann Zuraw, President of Zuraw Financial Advisors, to produce a 6-part video series entitled “Not Your Grandmother’s Trust: Women with Assets”.


Ann Zuraw has a strong focus on working with women to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives and it has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices. Her vision for this video series was to specifically delve into education around why women should consider a South Dakota trust, and the benefits of them doing so.

South Dakota’s emerging and dynamic trust laws distinguish it as the superior U.S. trust jurisdiction. South Dakota has consistently been ranked as the top U.S. Dynasty Trust state. In addition, South Dakota has the strongest privacy provisions and one of the most powerful domestic asset protection statutes in the nation, as recently observed by Trust & Estates Magazine. Consistently recognized as an innovator in the trust industry, South Dakota is also one of only three states with a Community Property Trust statute, a very powerful tax planning tool, and the only state in the nation with the Family Advisor role referred to as a “trust protector light.”