Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death.  Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death. Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode.

Episode 32 - How Living Trusts Protect Assets In Your Absence

A Thousand Miles from Wall Street, hosted by Creative Planning President Peter Mallouk, is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Episode 32 - How Living Trusts Protect Assets In Your Absence

Episode 32 - How Living Trusts Protect Assets In Your Absence