Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze School: Highlights from Understanding Trusts
57 snips
Apr 28, 2024 This podcast episode covers the differences between revocable, irrevocable, and special needs trusts, emphasizing the importance of estate planning. It explores financial planning for aging individuals and beneficiaries of government aid programs. The significance of setting up a special needs trust and promoting daily harmony is also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Understanding Trusts for Effective Estate Planning
02:13 • 12min
Financial Planning for Aging and Special Needs Trusts
14:04 • 6min
Understanding the Significance of Special Needs Trusts for Beneficiaries of Government Programs
19:52 • 5min
Importance of Establishing a Special Needs Trust and Creating a Peaceful World Daily
24:32 • 3min