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BOSS 2.0: Should I put my assets into a Trust?
Wealth In Waves
English - July 20, 2023 16:31 - 18 minutes - 26 MB - ★★★★★ - 1 ratingInvesting Business Entrepreneurship investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: BOSS 2.0: Tax Planning vs Tax Preparation
Josh Null and Will Steih of Gulf Coast Financial Advisors discuss the intricate world of legal trusts as what should be a seamless intergenerational wealth transfer becomes ensnared in complex challenges.
Want To Know More About Will and Josh?
If you would like to continue the conversation with Josh and Will, make an appointment on our website at https://gulfcoastfa.com/, or feel free to call 251-327-2124 or email [email protected].