Trusts, Titling & Tough Calls: A Practical Q&A
The Practical Planner · wealth.com
June 26, 202523m 36s
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Show Notes
In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when a revocable trust makes sense to the pros and cons of joint vs. individual trusts, they break down tricky issues like funding trusts with S-Corps, student loan discharge at death, and structuring distributions for children. Whether you're helping clients title assets, avoid probate, or protect family wealth, this episode offers clear, actionable guidance for real-world planning.