
Sign up to save your podcasts
Or


In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when a revocable trust makes sense to the pros and cons of joint vs. individual trusts, they break down tricky issues like funding trusts with S-Corps, student loan discharge at death, and structuring distributions for children. Whether you're helping clients title assets, avoid probate, or protect family wealth, this episode offers clear, actionable guidance for real-world planning.
By wealth.com4.8
2222 ratings
In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when a revocable trust makes sense to the pros and cons of joint vs. individual trusts, they break down tricky issues like funding trusts with S-Corps, student loan discharge at death, and structuring distributions for children. Whether you're helping clients title assets, avoid probate, or protect family wealth, this episode offers clear, actionable guidance for real-world planning.

195 Listeners

667 Listeners

2,013 Listeners

458 Listeners

456 Listeners

2,112 Listeners

901 Listeners

246 Listeners

107 Listeners

123 Listeners

149 Listeners

857 Listeners

133 Listeners

43 Listeners

141 Listeners