Sign up to save your podcasts
Or
Share CRAT CRUT GRAT GRUT SOUP
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
CRAT CRUT GRAT GRUT SOUP
Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight?
Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.
Get ready to pass the exam with The BIF Review! Our 8-week CFP® Exam prep course covers everything you need to know (and we have a lot of fun doing it).
Try The BIF Review FREE for 30 days!
View all episodes
By BIF Crew
4.9
9494 ratings
Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight?
Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.
Get ready to pass the exam with The BIF Review! Our 8-week CFP® Exam prep course covers everything you need to know (and we have a lot of fun doing it).
Try The BIF Review FREE for 30 days!
More shows like BIF Bites
View all
Masters in Business
2,180 Listeners
Your Money, Your Wealth
812 Listeners
Notes on the Week Ahead
201 Listeners
Retirement Answer Man
1,307 Listeners
The Retirement and IRA Show
756 Listeners
Animal Spirits Podcast
2,031 Listeners
The Long View
934 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
249 Listeners
Barron's Advisor
113 Listeners
New Planner Podcast
28 Listeners
Ask The Compound
339 Listeners
Retirement Planning Education, with Andy Panko
1,066 Listeners
Retire With Style
183 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
135 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
140 Listeners