DiscoverA Wiser Retirement®307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them

307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them

Update: 2025-10-05
Share

Description

In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life.

Related Podcast Episodes: 

Ep 295: What Happens If You Die Without a Will? The Legal Nightmare

Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?

Ep 233: How Second Marriages and Blended Families Impact Estate Planning

Related Financial Education Videos:

Prevent Family Conflict with Legacy Planning 

Does inheritance count as income? 

Other Links:

AG Law

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them

307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them

Wiser Wealth Management