Financial Planning Checklist: Do You Need a Trust as Part of Your Financial Plan?
Trusts can be powerful estate planning tools – but they aren’t for everyone. Use this simple flowchart to decide if a trust belongs in your financial plan.
Episode 242 – Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffe
Did you know you can potentially avoid a 40% tax hit just by how you structure your trust? In this episode, we’re diving into how perpetual trusts — and one state in particular — can legally shield your wealth from estate, capital gains, and generation-skipping taxes.