Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 54: Do You Need a Trust?
14 minutes Posted Sep 17, 2020 at 8:00 am.
We’re going to talk about estate planning gone wrong.
How does your advisor potentially help with estate planning?
What is an estate plan?
What purpose does a trust serve?
Real estate is a big reason why some choose to get a trust.
What changed in 2020?
When does a trust make it more complicated?
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Show notes
Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?
 
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-54-do-you-need-a-trust/ 
 
Watch the video podcast: https://www.youtube.com/watch?v=mEKpQjU43uE&feature=youtu.be 
 
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