
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.com4.9
2727 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.

744 Listeners

673 Listeners

2,024 Listeners

627 Listeners

2,116 Listeners

923 Listeners

244 Listeners

815 Listeners

114 Listeners

324 Listeners

127 Listeners

147 Listeners

950 Listeners

135 Listeners

144 Listeners