The Joe Robert Show
The Joe Robert Show
Joe Robert
Strategies To Increase Your Net Worth
1 hour 8 minutes Posted Nov 17, 2020 at 2:00 am.
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Show notes

Charitable Remainder Trusts and Charitable Lead Trusts. What are they? Do you have one? Maybe you should! Joe sat down with John Smallwood of Smallwood Wealth Management to discuss these two types of trusts, and what you need to know to get started. As well as all the tax benefits that go along with them. 

You Can Find John Smallwood at: Facebook LinkedIn

Connect with Joe Robert: Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.