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Apr 29, 2022

Welcome back to the No Unfinished Business Podcast.

This week, I want to give you a breakdown on trusts. Many clients (and even some planning professionals themselves) have misconceptions about how trusts work and what they can and can't do. 

They're not magical money-hiding shelters, but they are powerful tools that can direct money to go exactly where and to whom you want it to. And with the right planning, this can result in some big tax savings.

Talking about trusts isn't the most earth-shatteringly exciting thing in the world, but it's 30 minutes well-spent to really understand how they work, and how your clients can possibly use them in all sorts of planning situations.


We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via the links in the show notes. We'd love to hear from you.

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