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Musings of a Tax Chick... Trusts 101

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Manage episode 408965170 series 3323236
Content provided by Amanda Doucette. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda Doucette or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the topic.

If you are looking for some foundational information on trusts, check out this episode. I cover topics like:

- What is a trust? (2:02)
- The three certainties (4:40)
- Reasons why a trust may be used (6:15)
- Who are the parties to a trust? (9:30)
- What are the different types of beneficiaries? (11:15)
- How are trusts taxed? (12:47)

And check out the next couple episodes to continue your "trust" journey!

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

  continue reading

68 episodes

Artwork
iconShare
 
Manage episode 408965170 series 3323236
Content provided by Amanda Doucette. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda Doucette or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the topic.

If you are looking for some foundational information on trusts, check out this episode. I cover topics like:

- What is a trust? (2:02)
- The three certainties (4:40)
- Reasons why a trust may be used (6:15)
- Who are the parties to a trust? (9:30)
- What are the different types of beneficiaries? (11:15)
- How are trusts taxed? (12:47)

And check out the next couple episodes to continue your "trust" journey!

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

  continue reading

68 episodes

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