Optimal Finance Daily - Financial Independence and Money Advice cover image

1517: What is a Family Trust and Should You Set One Up by Jeff Rose of Good Financial Cents

Optimal Finance Daily - Financial Independence and Money Advice

00:00

Exploring the Concept of a Family Trust and How It Works

This chapter explains the purpose and workings of a family trust, including how it allows the individual forming the trust to maintain control of their assets while appointing a trustee to carry out their wishes upon their death or incapacitation.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app