BullCast

Episode 91: What’s a Trust?


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In this week’s episode, Cort is in session as we break down what a trust is and why you may need this method of legal fortification. We’ll kick the episode off with our list of trustworthy movie characters. Then, Cort will wax philosophical about trusts and how a trustee is given directions about handling a person’s “stuff.” Katie, Cort, and Cam will break down Living/Testamentary Trusts, Revocable/Irrevocable Trusts, and Funded/Unfunded Trusts. We will also review the common purposes for trusts and how this fiduciary relationship protects assets.

The List: Most Trustworthy Movie Characters

Hashtags of the week: #Trust #Fiduciary #CortIsInSession #Property #AssetProtection

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  • Produced by Cameron Spann | Powered by Pickler Wealth Advisors
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