Is Your TRUST Doing What You Think? Let’s Set the Record Straight...

Описание: Confused about trusts and what they actually do? In this episode of Stacks Over Tax, Sterling Grace and Mark Lewis break down the myths and facts about trusts so you can make smarter decisions for your assets and long-term planning.

Here's what you'll learn:
The truth about common misconceptions and misinformation around trusts
The real purposes of revocable vs. irrevocable trusts—and what they actually protect
Why trusts aren’t a magic solution for tax reduction, asset protection, or legacy planning
An overview of recent IRS clarifications on trust taxation and compliance
Key roles within a trust and what each type means for your control, taxes, and probate

Don't be led astray by internet gurus—get the facts straight from the experts!

Get the Your Trust Is Broken: How to Save Your Legacy E-Book
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Get The Trust Bundle:
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The Masterclass shows you exactly how to create, maintain, and deploy trusts that actually work. Plus you get the complete Word template to customize your own trust.


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🎙️ Listen: https://open.spotify.com/show/2fL5enx...