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It's Time to Review That Trust!
Manage episode 322843069 series 2930316
Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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changes in the world, and perhaps in your own family, a trust you’ve set up to achieve your financial goals could be out of date even if it’s just a few years old.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 installment of Path to Abundant Living, 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.
This is a routine conversation that Scott and Matt are having with their clients at Morrison Nordmann & Associates, so there's plenty of great information packed into today's episode! Sit back, relax, and enjoy another enlightening conversation!
Timecodes:
0:06 - Introduction and overview on the topic of the day
2:05 - There's more to the process than simply setting up a trust
2:50 - Why a trust may become outdated
3:50 - Where to begin the process of reviewing your existing trust
6:30 - Items overlooked on a trust that need to be updated
8:35 - The mistakes that people make when it comes to their trusts
11:18 - The next steps needed to ensure your trust is operating at an optimal level
14:12 - What a stress test could uncover about someone's trust
16:44 - This process is done hand-in-hand with a team of professionals
19:22 - How to get in touch with Matt and Scott to continue this conversation
20:02 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
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