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Ep 54 - Who Really Controls Your Money After You’re Gone?

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Manage episode 472200268 series 2971915
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.

Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

196 episodes

Artwork
iconShare
 
Manage episode 472200268 series 2971915
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.

Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

196 episodes

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