Everything You Need to Know About Trusts - podcast episode cover

Everything You Need to Know About Trusts

Apr 19, 202116 min
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Episode description

Warren Ingram and George Robertson, Director of Galileo Advisory Services and Galileo Wills, educates us on Trusts and answers the following important questions: 

  1. What is a Trust and why do they exist? 
  2. How do I establish a Trust?
  3. How do I invest money into a living Trust and what are the tax implications? 
  4. What do I need to consider when putting assets into a Trust? 
  5. Why should I put assets into a Trust? 
  6. Is there a financial benchmark that I should reach before building a Trust? 
  7. What are the costs of establishing a Trust? 
  8. What do I need to consider when opening a Trust? 


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Everything You Need to Know About Trusts | Honest Money podcast - Listen or read transcript on Metacast