
Sign up to save your podcasts
Or
Is your trust actually protecting your family and legacy, or is it just a fancy document gathering dust? In this episode of the Wealth Planning Podcast with Brister Law, host Anthony Brister reveals the shocking truth about why most trusts fail and how to ensure yours works when it matters most. Learn how to avoid the "paper trap" by properly funding and maintaining your trust, aligning your business structure, and communicating your wishes to your loved ones. Discover the critical steps to rescue a broken trust and build a legacy based on intention, not assumption.
Timestamps:
0:00 - Introduction: The risk of a failed trust
0:37 - Why having a trust might not be enough
0:50 - The real reason most trusts fail
1:10 - Case study
2:14 - How life changes impact your trust
2:36 - The danger of silence and lack of communication
3:06 - Trusts are about peace of mind
3:44 - How to rescue a broken trust
4:24 - Aligning your business structure with your trust
4:50 - The importance of communicating your trust
5:22 - Would your trust actually work?
If you already have a trust, let's audit it to ensure it truly protects you. If you don't have a trust, let's build one that lives, breathes, and safeguards you and your loved ones. Book a trust review call at bristertaxlaw.com
#TrustPlanning #EstatePlanning #WealthManagement #LegacyPlanning #BristolLaw #AnthonyBruster #TaxStrategy #LegalStrategies #Podcast #FinancialPlanning
5
33 ratings
Is your trust actually protecting your family and legacy, or is it just a fancy document gathering dust? In this episode of the Wealth Planning Podcast with Brister Law, host Anthony Brister reveals the shocking truth about why most trusts fail and how to ensure yours works when it matters most. Learn how to avoid the "paper trap" by properly funding and maintaining your trust, aligning your business structure, and communicating your wishes to your loved ones. Discover the critical steps to rescue a broken trust and build a legacy based on intention, not assumption.
Timestamps:
0:00 - Introduction: The risk of a failed trust
0:37 - Why having a trust might not be enough
0:50 - The real reason most trusts fail
1:10 - Case study
2:14 - How life changes impact your trust
2:36 - The danger of silence and lack of communication
3:06 - Trusts are about peace of mind
3:44 - How to rescue a broken trust
4:24 - Aligning your business structure with your trust
4:50 - The importance of communicating your trust
5:22 - Would your trust actually work?
If you already have a trust, let's audit it to ensure it truly protects you. If you don't have a trust, let's build one that lives, breathes, and safeguards you and your loved ones. Book a trust review call at bristertaxlaw.com
#TrustPlanning #EstatePlanning #WealthManagement #LegacyPlanning #BristolLaw #AnthonyBruster #TaxStrategy #LegalStrategies #Podcast #FinancialPlanning
5,380 Listeners
182 Listeners
6 Listeners
23 Listeners
1,195 Listeners