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November 16th, 2015

260-An Introduction to Trusts in the Context of Estate Planning

  1. 260-An Introduction to Trusts in the Context of Estate Planning Joshua Sheats 40:09

The word “trust” has a bit of a mystique in the modern financial world. It’s a word that everyone knows (we all know a “trust fund kid”) but few people understand and even fewer understand accurately.

Trusts are both simple and complex. They’re simple in concept but can be quite complex in application.

Today I share with you some basic background on trusts and trust planning. 

I also share with you some thoughts regarding the use of a revocable living trust within the context of your personal estate planning.

Enjoy the show!

Joshua

 

Joshua Sheats Teacher, Host, Broadcaster, Entrepreneur

Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.

Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.