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Advance Your Wealth - It's Time to Review That Trust!
Manage episode 323431487 series 2834060
Innehåll tillhandahållet av Homer Smith. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Homer Smith eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
With so many changes in the world, and perhaps in your own family, a trust you’ve set up to achieve your financial goals could be out of date even if it’s just a few years old.
On the latest episode of Advance Your Wealth, we’re examining how to size up the current status of a trust to see whether it’s still on track, so you can decide if any changes are appropriate.
Sit back, relax, and enjoy another thought-provoking conversation that Homer routinely discusses with his clients at Konvergent Wealth Partners.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:34 - Setting up your trust is only the first step
2:32 - Why might someone need to examine their trust?
5:20 - Secondary issues to consider when it comes to reviewing your trust
6:38 - Mistakes that people typically make when it comes to trusts
7:52 - The next steps once a trust has been set up
10:00 - What a stress test could uncover when examining a trust
11:57 - The importance of working with a network of professionals when reviewing a trust
13:50 - How you can get in touch with Homer and his team
15:03 - Closing remarks
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