The Joe Robert Show
The Joe Robert Show
Joe Robert
EP 26: Strategies To Increase Your Net Worth
1 hour 8 minutes Posted Nov 17, 2020 at 2:00 am.
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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: https://www.smallwoodassociates.com Facebookhttps://www.facebook.com/SmallwoodWealthManagement LinkedIn https://www.linkedin.com/in/john-l-smallwood

Connect with Joe Robert: Joe@robertventures.com 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.