
307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Planning Related Financial Education Videos: Prevent Family Conflict with Legacy Planning Does inheritance count as income? Other Links: AG Law Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!
From "A Wiser Retirement®"
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