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Trusts and Your Financial Planning
Manage episode 377863487 series 2665900
Trusts can play a crucial role in helping plan your financial future by providing benefits like avoiding probate or tax efficiency and financial planning strategies like providing for special needs children. But they cost money and can be complicated.
In this episode, Certified Financial Planner Isidore Ogoussan shares what trusts are, how they work, the expense, and who they are for.
The show notes can be found here: https://laceylangford.com/podcast/Trusts-and-Your-Financial-Planning
302 episode
Manage episode 377863487 series 2665900
Trusts can play a crucial role in helping plan your financial future by providing benefits like avoiding probate or tax efficiency and financial planning strategies like providing for special needs children. But they cost money and can be complicated.
In this episode, Certified Financial Planner Isidore Ogoussan shares what trusts are, how they work, the expense, and who they are for.
The show notes can be found here: https://laceylangford.com/podcast/Trusts-and-Your-Financial-Planning
302 episode
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