Manage episode 323431487 series 2834060
With so many changes in the world, and perhaps in your own family, a trust you’ve set up to achieve your financial goals could be out of date even if it’s just a few years old.
On the latest episode of Advance Your Wealth, we’re examining how to size up the current status of a trust to see whether it’s still on track, so you can decide if any changes are appropriate.
Sit back, relax, and enjoy another thought-provoking conversation that Homer routinely discusses with his clients at Konvergent Wealth Partners.
0:06 - Introduction and overview on the topic of the day
1:34 - Setting up your trust is only the first step
2:32 - Why might someone need to examine their trust?
5:20 - Secondary issues to consider when it comes to reviewing your trust
6:38 - Mistakes that people typically make when it comes to trusts
7:52 - The next steps once a trust has been set up
10:00 - What a stress test could uncover when examining a trust
11:57 - The importance of working with a network of professionals when reviewing a trust
13:50 - How you can get in touch with Homer and his team
15:03 - Closing remarks
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