Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
All content for Insights Into Wealth is the property of BULLWEALTH and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
Understanding Trusts and How They Fit Into Your Estate Planning Decisions
Insights Into Wealth
16 minutes 13 seconds
8 months ago
Understanding Trusts and How They Fit Into Your Estate Planning Decisions
Today, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Nathan Wright, Managing Partner at Spectrum Tax & Estate Planning. Their discussion begins with an overview of what a trust is and the various types of trusts available. Then they explore the tax savings and tax deferral opportunities, which depend on when the trust is established and the individual's proximity to the assets. Finally, Nathan dives into the tax implications of transferring assets into or out of a trust. As you can imagine, Randy and Nathan’s conversation is both thoughtful and insightful, offering valuable guidance for those navigating trust and estate planning decisions.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
