Trusts vs. Wills: What You Don’t Know (Ep. 6)

All Episodes

November 29, 2023 • 32 mins

Confused about choosing between a trust and a will? Let's clear the air once and for all. In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct perspective of Tennessee law. In this episode, you'll discover: Trust Truths Unveiled: Are trusts really superior for estate taxes and protection? Hidden Trust Benefits: There's more to trusts than meets the eye, but are they overvalued in Tennessee? Trusts vs. Wills Face-Off: Dive into the pros, cons, costs, and complexities of each. Setting Up a Trust – Worth It?: Explore the reality behind establishing a trust. Is it a smart move or just added stress? Ethical Estate Planning: Join Jerry and Megan as they navigate the ethical implications of recommending trusts. Empowered Decision-Making: Arm yourself with essential insights to make the best choice between a trust and a will. And much more! Connect with Jerry Goodman and Megan Hubbard: The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan: 865-415-2070

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.

The Breakfast Club

The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Trusts vs. Wills: What You Don’t Know (Ep. 6)