EPISODE · Mar 26, 2024 · 16 MIN
Musings of a Tax Chick... Trusts 101
from The Tax Chick Podcast · host Amanda Doucette
Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the topic. If you are looking for some foundational information on trusts, check out this episode. I cover topics like: - What is a trust? (2:02)- The three certainties (4:40)- Reasons why a trust may be used (6:15)- Who are the parties to a trust? (9:30)- What are the different types of beneficiaries? (11:15)- How are trusts taxed? (12:47)And check out the next couple episodes to continue your "trust" journey!HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: [email protected]@tax.chick (IG) LinkedInBe a "Tax Chick VIP"
What this episode covers
Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the topic. If you are looking for some foundational information on trusts, check out this episode. I cover topics like: - What is a trust? (2:02)- The three certainties (4:40)- Reasons why a trust may be used (6:15)- Who are the parties to a trust? (9:30)- What are the different types of beneficiaries? (11:15)- How are trusts taxed? (12:47)And check out the next couple episodes to continue your "trust" journey!HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: [email protected]@tax.chick (IG) LinkedInBe a "Tax Chick VIP"
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Musings of a Tax Chick... Trusts 101
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