Aug 22, 2019
In episode 184 of Financially Simple, Justin lists the 39 types of Trusts that are useful for planning.
There are a lot of different Trusts available, and knowing the ins and outs of each 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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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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