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

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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

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.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)