What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to learn more about why a living trust is important before you tune into this episode about common mistakes. Check out 5:33 to hear the tax implications of a living trust and how to avoid making tax mistakes with your living trust.Click here to learn more about Ha...
17 Jan 2025
Living Trusts Part 1: Creating a Living Trust
Do you have a living trust? A living trust can protect your family in estate planning to avoid the probate process which can be slow and expensive. So, what is a living trust? In this episode Trudy is breaking down who creates the trust, who manages it and how it can support your loved ones when you're gone. Check out 3:56 to hear how a living trust can help support you if you are ever unable to manage it yourself and how Trudy's own mom was protected by a living trust when she was no l...
17 Jan 2025
Planning for the Inevitable
What happens to all my things when I die?We can't escape the inevitable, and how we prepare for what happens when we die will majorly impact the experience of our friends and families when the time comes. There's a lot to sort out, so in this episode, we're talking about the planning options and ways that you can prepare now to make this process easier on your loved ones. Check out 4:00 to hear what a trust does and how it might help your family after you pass.Click here to learn more about H...
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.6 / 5
18 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 30 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
31
Social presence
0
YouTube
0
Engagement
71
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