Ep 18: How an IRA Trust Trilogy Can Benefit Your Family
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
Ep 17: Is a Charitable Remainder Trust Right for You?
Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.