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To Trust Or Not To Trust... Are They Right for You?
Episode 238

To Trust Or Not To Trust... Are They Right for You?

Phil's Tax Hacks

June 20, 202419m 30s

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Show Notes

To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe they are only for the wealthy or that they complicate financial planning. But what’s the truth of the matter? Should you have one?

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:17 – Reasons to have a trust

11:06 – Downsides of a trust

15:37 – Making an informed decision

 

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