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To Trust Or Not To Trust... Are They Right for You?

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Manage episode 424538064 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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.

To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe they are only for the wealthy or that they complicate financial planning. But what’s the truth of the matter? Should you have one?

Here’s some of what we discuss in this episode:

0:00 – Intro

1:17 – Reasons to have a trust

11:06 – Downsides of a trust

15:37 – Making an informed decision

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

  continue reading

242 episodes

Artwork
iconShare
 
Manage episode 424538064 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney 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.

To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe they are only for the wealthy or that they complicate financial planning. But what’s the truth of the matter? Should you have one?

Here’s some of what we discuss in this episode:

0:00 – Intro

1:17 – Reasons to have a trust

11:06 – Downsides of a trust

15:37 – Making an informed decision

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

  continue reading

242 episodes

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