EPISODE · Feb 21, 2021 · 14 MIN
Ep #21: If's, And's, and But's - Probably Constitutes A Trust
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
If today you had to give away everything you own (your car, your house, your jewelry, your family heirlooms, bank accounts, investments, life insurance, etc.) could you complete those transfers without any reservations whatsoever? Or are “ifs, ands, or buts” coming to mind? If so, you probably need a Trust. This podcast talks about examples of situations indicating that you should be talking to your CFP® professional and your attorney about creating a trust. Tracking # 1-05111255Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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If today you had to give away everything you own (your car, your house, your jewelry, your family heirlooms, bank accounts, investments, life insurance, etc.) could you complete those transfers without any reservations whatsoever? Or are “ifs, ands, or buts” coming to mind? If so, you probably need a Trust. This podcast talks about examples of situations indicating that you should be talking to your CFP® professional and your attorney about creating a trust. Tracking # 1-05...
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Ep #21: If's, And's, and But's - Probably Constitutes A Trust
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