In episode 184 of Financially Simple, Justin lists the 39 types of Trust useful for planning.
There are a lot of different Trusts available, and knowing what’s what about each and every one of them can be overwhelming when trying to figure out which will meet your needs. Justin gives the Financially Simple treatment to Trusts, giving breakdowns and descriptions of the 39 types most used for planning.
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00:51 - The Exhaustive List of Trusts Used for Planning
03:45 - The Most Common Types
07:51 - More Complex Estate Planning Trusts
19:09 - Asset Protection Trusts & Other Miscellaneous Types of Trust
22:05 - Special Needs & Elder Care Planning Trusts
25:03 - Wrap Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.
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