Ep 54 - Who Really Controls Your Money After You’re Gone?

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing

Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.

Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.

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