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Ep #244 - Do I Really Need a Living Trust?
Manage episode 431568740 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Mailbag Question:
“I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.”
Intro:
This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney.
Links:
https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2
https://www.weareatticus.com/learn/what-is-the-uniform-probate-code
100 episodes
Share
Manage episode 431568740 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Mailbag Question:
“I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.”
Intro:
This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney.
Links:
https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2
https://www.weareatticus.com/learn/what-is-the-uniform-probate-code
100 episodes
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Similar to Grow Money Business with Grant Bledsoe
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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