Podcasts about trusts

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Show Notes:Blog Post from Ryan Detrick titled “Lets Talk About A Government Shutdown” on 9.16.25 - https://www.carsongroup.com/insights/blog/lets-talk-about-a-government-shutdown/ Blog Post from JC Parets titled “Here's The Bear Case” on 10.2.25 - https://trendlabs.com/heres-the-bear-case/ Foreigners Snap Up US StocksSource: Bloomberg 9/26https://www.bloomberg.com/news/articles/2025-09-26/foreigners-are-buying-us-stocks-at-record-pace-despite-trade-war?A Little History on Government ShutdownsSource: Bloomberg 9/30https://www.bloomberg.com/news/articles/2025-09-30/dollar-weakness-is-a-common-feature-of-government-shutdowns?Will vs Trust: Which is Right for Your Estate Plan?https://www.plancorp.com/blog/will-vs-trust#321 Topics:Government Shutdowns and Market PerformanceConsumer discretionary outperformance versus staples reflects healthy economic leadership and a robust consumer-driven market Joel Tillinghast's quote on the best investors' ability to change their minds underscores the importance of flexibility in investing Foreign investors' ownership of US stocks reached all-time highs despite tariff talkEstate Planning: Wills vs. Trusts

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 NightmareEp 279: What Should Parents of Children with Disabilities Know About Estate Planning?Ep 233: How Second Marriages and Blended Families Impact Estate PlanningRelated Financial Education Videos:Prevent Family Conflict with Legacy Planning Does inheritance count as income? Other Links: AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Our services are live streamed on YouTube every week from our church in Corpus Christi, Texas at https://www.youtube.com/@HBCCorpus   More information about our church or what it means to be a Christian can be found at: http://www.heritagebaptistcctx.org Follow us on Facebook for upcoming events! https://www.facebook.com/HeritageBaptistCorpus/

Can You Update Transfer on Death Deed Without Telling Beneficiaries?

Where do Your Assets Go if You Die Without a Will?

Discover why wealth is shifting generations. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

Coach Dick Vermeil joins the 94 WIP Morning Show to preview the matchup versus a tough Broncos team. Coach Vermeil believes that Nick Sirianni can fix the offensive inconsistencies. The Morning team knows that Bryce Harper can be clutch in the playoffs and hopes to see a 4th season of Bryce Harper leading the playoff charge.

TRUMP REPOSTED "THE SCHUMER FIESTA!"    NOBODY trusts the media anymore! A new poll from Gallup shows that trust in the media has hit a new low. Illegal alien caravans no longer want to come into the United States. Kilmar Abrego Garcia is officially being deported again. The MSM is still melting down over the Sombrero memes. The Administration just doesn't care.    LIVE CALLS: 631-527-4545   Join UNGOVERNED on LFA TV every MONDAY - FRIDAY from 10am to 11am EASTERN!    www.FarashMedia.com www.LFATV.us www.OFPFarms.com www.SLNT.com/SHAWN 

Thinking about how to pass your home to family the right way? In this episode, Ken and Jeremy walk through the Qualified Personal Residence Trust (QPRT)—what it is, when it's considered, key trade-offs, and common pitfalls to avoid. You'll learn high-level concepts like present-value discounting, trust timelines, living arrangements, and why professional advice is essential.What we cover:• What a QPRT is (at a high level)• Why some families explore a QPRT for a primary residence• The trade-offs (control, timelines, and irrevocability)• “What if I outlive the trust term?” considerations• Selling and moving (e.g., replacing the residence within the trust)• Why you must speak with an experienced estate attorney and tax professionalImportant: This video is educational and not legal, tax, or financial advice. Trusts and tax rules are complex and change over time. Outcomes vary based on your situation. Please consult a qualified professional before making decisions.RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.

Trust in Media at New Low of 28% in U.S. Please Subscribe + Rate & Review Philip Teresi on KMJ wherever you listen! --- KMJ’s Philip Teresi is available on the KMJNOW app, Apple Podcasts, Spotify, Amazon Music or wherever else you listen. --- Philip Teresi, Weekdays 2-6 PM Pacific News/Talk 580 & 105.9 KMJ DriveKMJ.com | Podcast | Facebook | X | Instagram --- Everything KMJ: kmjnow.com | Streaming | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

How an LLC can Increase Your WA Estate Tax Liability

The Wrong Way to Make Changes to Your Trust

What does it take to climb into the unknown — when you can't see the way forward?Erik Weihenmayer is one of the most accomplished adventure athletes of our time. The first blind person to summit Mount Everest, he has since climbed the Seven Summits, led expeditions around the world, and kayaked the full 277 miles of the Grand Canyon. Now 56, Erik continues to seek awe and discomfort — from the storm-battered granite towers of the Bugaboos to the whitewater chaos of the Colorado River.But this episode isn't about past headlines. It's about fire. About why Erik calls the outdoors “the greatest laboratory for learning.” About how aging reshapes goals without dimming curiosity. About the difference between fear that paralyzes and fear that sharpens. And about the daily experiments in trust, grit, and reinvention that make a life feel ageless.If you've ever felt like your best adventures are behind you, Erik's story is a reminder: the summit isn't a peak on a map. It's the choice to keep moving into uncertainty, one step, one breath at a time.In This Episode:What the Bugaboos taught Erik about patience, fire, and partnershipFrom hating hiking as a teen to discovering the outdoors as a lifelong teacherHow he climbs by feel and trust — and the most intense “unknown” he's faced on a wallThe reality of kayaking blind through Class V rapids in the Grand CanyonHow aging has shifted his goals and risk calculus at 56Life outside the mountains: family, home, and the small rituals that keep him groundedWhat fulfillment means now: summits vs. unlocking others' potentialWhy “No Barriers” is more than a slogan — it's a mindset for every season of lifeReferences & ResourcesErik's book: No Barriers: A Blind Man's Journey to Kayak the Grand Canyon — Amazon linkErik's organization: No Barriers USAErik's website: erikweihenmayer.com---

How to Have Multiple Successor Trustees

Estate planning isn't just for billionaires in New York penthouses or “trust fund babies” you've only seen in the movies. The truth is, whether you're raising kids, caring for a loved one with special needs, or simply want to be sure your savings go exactly where you intend, estate planning touches almost everyone. In this episode of Financially Ever After Widowhood, attorney Claire Steinman joins Stacy to take the mystery (and the drama) out of wills, trusts, and gifting strategies. Claire focuses her practice on estate and tax planning, estate administration, and the nonprofit sector, with experience ranging from simple wills and powers of attorney to sophisticated tax minimization strategies and contested probate cases. She also works closely with charitable beneficiaries and not-for-profit organizations on everything from testamentary trusts to federal tax exemptions. Spoiler: this conversation has a lot more peace of mind and a lot less Agatha Christie mayhem. You'll hear them discuss: Why having even a simple will is essential for nearly everyone, not just the ultra-wealthy How trusts can help protect kids, support loved ones with special needs, and even shield assets from creditors or divorce The surprising flexibility you have in deciding when and how children inherit money Smart ways to gift assets during your lifetime, including the $19,000 annual exclusion and tuition or medical payments made directly How to choose the right trustee, from family members to professional institutions, and the pros and cons of each State-specific estate tax “gotchas” like New York's infamous cliff tax and inheritance taxes in places like New Jersey and Pennsylvania Why blended families and second marriages absolutely need updated estate plans to avoid family fallout Resources Claire Steinman on the Web | LinkedIn | Email: csteinman@leechtishman.com | Phone: 212-453-1554 Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

This Will Change How You Think About Disinheriting Your Family

In this episode, the moms welcome James Ballard, J.D., Vice President and Private Client Advisor at Commerce Trust. James addresses a range of questions related to guardianship, such as the legal process, financial implications, and the role of a guardian and also touches on Special Needs Trusts. Guardianship and Special Needs Trusts are complicated and multifaceted. James helps us parse out all the details to give the moms and listeners some clarity on these important processes. We are grateful for your support and excited to share this informative episode with you! Thank you for listening in and connecting with us!Visit Legal Services of Southern Missouri for more information.If you like our podcast, please share, review, and subscribe! You can find us at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Adult Autism on Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigatingadultautismpodcast on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigatingadultautism.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You can also find Heather Woodring write about her son Zachary at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Everyday Adventures with Zachary on Facebook

I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate

LLC - Good for Asset Protection, Bad for WA Estate Taxes

This May Change How You Think About Estate Planning

Host of Baseball isn't Boring Rob Bradford joins WEEI Afternoons. Bradfo thinks Kyle Harrison winning tonight to punch the Red Sox ticket into the playoffs would be huge for doubters of the Rafael Devers trade. The Red Sox strike out too much in key spots, and that needs to change if the team wants to have any success in the playoffs.

This feels illegal to know about revocable trusts

Although beneficiary designations avoid probate, it is often best to have your assets pass by will or trust since protection is often needed for your beneficiaries ranging from disability to tax planning.

How protected is your wealth if something goes wrong? In this episode of Passive Income Pilots, Tait Duryea and Ryan Gibson sit down with asset protection expert Adam Kintigh to share practical strategies every pilot and high-income professional should know. From real estate privacy trusts that cut transfer taxes to Wyoming LLCs that safeguard syndications, Adam explains how to structure your assets the right way. You'll learn why a clean tax return matters, how partnerships and S-Corps simplify filings, and why umbrella policies aren't enough. If you're growing wealth through rentals, syndications, or brokerage accounts, this episode shows you how to keep it safe and secure.Adam Kintigh is an asset protection strategist with over 24 years of experience, currently with Nevada Corporate Headquarters (NCH). He specializes in forming entities, estate planning, tax and accounting strategies, and business structuring for investors nationwide. Adam is an expert on practical, legally sound frameworks for protecting rental portfolios, drawn from decades of industry knowledge and client success.Show notes:(0:00) Intro(02:32) Why asset protection matters now(06:45) Real lawsuit examples and lessons(10:40) The truth about anonymity and privacy(13:44) First rental: when to start protecting(19:02) Insurance basics every pilot needs(27:33) Why true anonymity doesn't exist(30:08) Alternative structure to LLC stacking(37:10) How partnerships clean up tax returns(44:10) Correct way to hold syndications(49:07) Moving brokerage accounts into LLCs(51:27) OutroConnect with Adam Kintigh:

The real reason for revocable living trusts is not to save on estate taxes

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For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

5 estate planning myths that will lead you to make bad life choices

Who Gets Separate Property if There is a Will

Why do probates take SOOO long

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

Welcome back to the Bar Exam Toolbox podcast! This episode of our "Listen and Learn" series focuses on the three main methods for distributing assets among heirs when someone dies intestate: per stirpes, modern per stirpes (or per capita by representation), and per capita by generation. We walk through each method with examples highlighting how shares are divided among descendants in different family scenarios. In this episode, we discuss: How assets are divided among heirs through the following methods: traditional per stirpes modern per stirpes (or per capita by representation) per capita by generation Walkthroughs of different family scenarios Resources: "Listen and Learn" series (https://barexamtoolbox.com/bar-exam-toolbox-podcast-archive-by-topic/bar-exam-toolbox-podcast-explaining-individual-mee-and-california-bar-essay-questions/#listen-learn) Podcast Episode 27: Tackling an MEE Question: Wills and Trusts (https://barexamtoolbox.com/podcast-episode-27-tackling-an-mee-question-wills-and-trusts/) Podcast Episode 75: Tackling a California Bar Exam Essay: Trusts (https://barexamtoolbox.com/podcast-episode-75-tackling-a-california-bar-exam-essay-trusts/) Download the Transcript (https://barexamtoolbox.com/episode-326-listen-and-learn-intestate-distribution-wills-and-trusts/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/bar-exam-toolbox-podcast-pass-bar-exam-less-stress/id1370651486) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Bar Exam Toolbox website (https://barexamtoolbox.com/contact-us/). Finally, if you don't want to miss anything, you can sign up for podcast updates (https://barexamtoolbox.com/get-bar-exam-toolbox-podcast-updates/)! Thanks for listening! Alison & Lee

If you are a beneficiary to an estate when a loved one dies, or if you're planning on creating an estate plan, there is a lot to sort through. Katrina Robinson, CEO of Teton Trust joins to share a basic checklist and take listener calls.

In this insightful episode of the Uncommon Wealth Podcast, host Phillip Ramsey demystifies the often daunting task of setting up wills and trusts. While the subject might appear uncomfortable and challenging, especially for those with young families, Ramsey provides a fresh perspective that underscores its necessity and benefits. He shares personal experiences and thoughtful observations on how securing a will can provide peace of mind, framing it not as an adulting chore, but as a responsible step toward future-proofing loved ones' welfare.The episode delves into the intricacies of estate planning, including the significance of healthcare directives and the choice of guardianship for minors. Ramsey emphasizes how these tools are not merely legal documents but pivotal instruments for ensuring your loved ones' well-being and financial security in unforeseen circumstances. He narrates a heartening story of a client who turned the process into an event of gratitude and trust, spotlighting the importance of recognizing and including trusted individuals in these decisions. Phillip encourages listeners to embrace the discomfort of these conversations to ultimately find relief and readiness for the future.

How to Replace a Trustee in a Revocable Trust

Estate Planning when Your Kids Hate Your Spouse

Estate Planning when Your Spouse Hates Your Kids

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Head Coach of the Chiefs Andy Reid says he trust his guys and so should we. They haven't really let us down too often.

What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

0:11: What do you know? The 49ers are officially 2-06:58: Breaking down Mac Jones' debut:11:30: Old friend Mike McDaniel might be out of a job by Halloween15:34: Robert Saleh is clearly the 49ers' “defensive head coach”23:01: For the first time in a long time, the Chiefs are in trouble34:31: Returning to the KD-CMC comparison:38:39: Two weeks in, the 49ers are “strong”42:15: The 0-2 club that no team wants to be a part of:44:33: The Cal football segment: Keep an eye on the Golden Bears, who might just go undefeated54:18: Today in history: Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textJoin us as we sit down with CLPF, Sara Ecklein, to discuss why the traditional idea of a "reading of the will" is misleading, and how thoughtful conversations and proper planning can help prevent misunderstandings and surprises after death.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Sara and how she can help you, you can visit her website at: https://www.trustandhonor.coDisclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

Asset protection is invaluable, especially for business owners. Shannon is joined by Blake Harris, an expert attorney specializing in offshore trusts. Dive deep into the intricacies of asset protection trusts, understand the benefits of offshore trusts in places like the Cook Islands, and why this strategy is not just for the ultra-wealthy.   Discover how proper asset protection can safeguard your wealth from lawsuits, divorce, and unexpected liabilities, and why planning ahead is crucial. Blake shares insightful examples, debunks common misconceptions, and provides actionable steps for business owners and individuals looking to explore this strategic financial move. Tune in for a masterclass on protecting what you earn and ensuring your financial future.   What you'll hear in this episode: [0:45] Guest Introduction: Blake Harris [2:30] Understanding Asset Protection and Trusts [13:10] The Importance of Offshore Trusts [17:40] Common Misconceptions and Legal Perspectives [29:40] Steps to Setting Up a Trust   Book your consultation with Blake and his team: https://blakeharrislaw.com/   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.