Financial Pathway
Financial Pathway
Nate Skelly
43. A Beginner's Guide to Understanding Trusts
19 minutes Posted Aug 17, 2021 at 7:00 am.
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Show notes

Myth: Trusts are only for the super wealthy


Truth: Trusts are helpful estate planning tools that benefit millions of Americans and can serve a wide number of purposes.


In this episode we'll explain the basics of trusts including...

  • The two basic types of trusts
  • The three roles involved in setting up a trust
  • The difference between a will and a trust
  • Five important benefits of setting up a trust


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