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Understanding Trusts and Foundations: Key Differences and Benefits

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Manage episode 436488569 series 3503593
Content provided by Esquire Group LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Esquire Group LLC 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.

In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.

Join me as I explore the key differences between these two powerful tools, providing you with the knowledge to make an informed decision. We'll discuss the major distinctions, such as the role of third-party trustees in trusts versus the board-managed structure of foundations, and how these impact the management and protection of your assets.

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 436488569 series 3503593
Content provided by Esquire Group LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Esquire Group LLC 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.

In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.

Join me as I explore the key differences between these two powerful tools, providing you with the knowledge to make an informed decision. We'll discuss the major distinctions, such as the role of third-party trustees in trusts versus the board-managed structure of foundations, and how these impact the management and protection of your assets.

  continue reading

66 episodes

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