EPISODE · Aug 19, 2026 · 25 MIN
Trusts Uncovered: When and Why to Use Them
from Honest Money
In this episode, Pieter de Villiers and Eben Nel, FISA Councillor and Fiduciary Adviser at PSG Wealth, discuss the complexities of estate planning through trusts, including when they make sense, their benefits, and legal considerations. Learn how trusts can protect wealth, facilitate long-term planning, and the importance of proper setup and management.Chapters00:00 Introduction to Trusts and Estate Planning01:11 Understanding the Purpose of Trusts05:25 When to Consider a Trust08:32 Evaluating Wealth and Trust Necessity10:27 The Role of Testamentary Trusts11:24 Legal Implications of Trust Control18:06 Managing Dormant Trusts and ResponsibilitiesLearn more about how FISA can help you here. Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
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What this episode covers
In this episode, Pieter de Villiers and Eben Nel, FISA Councillor and Fiduciary Adviser at PSG Wealth, discuss the complexities of estate planning through trusts, including when they make sense, their benefits, and legal considerations. Learn how trusts can protect wealth, facilitate long-term planning, and the importance of proper setup and management. Chapters 00:00 Introduction to Trusts and Estate Planning01:11 Understanding the Purpose of Trusts05:25 When to Consider a Trust08:32 Evalua...
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Trusts Uncovered: When and Why to Use Them
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