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307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
Manage episode 511041684 series 3322284
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life.
Related Podcast Episodes:
Ep 295: What Happens If You Die Without a Will? The Legal Nightmare
Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?
Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
Prevent Family Conflict with Legacy Planning
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. What is a Trust? (00:00:00)
2. Revocable vs. Irrevocable Trusts (00:04:22)
3. Benefits of Revocable Living Trusts (00:09:52)
4. Testamentary and Charitable Trusts (00:17:33)
5. Special Needs and Spousal Trusts (00:23:05)
6. Generation-Skipping and Residence Trusts (00:30:37)
7. Life Insurance Trusts and Final Thoughts (00:38:43)
8. Episode Wrap-Up and Resources (00:44:21)
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