How Trusts Can Protect Your Wealth

So you've created wealth, but how do you protect it? On today's episode we cover the importance of protecting your wealth and assets through the use of trusts, ad we debunk the misconception that trusts are only for the ultra-wealthy. We’ll break down the different types of trusts, including revocable and irrevocable trusts, and highlight their unique benefits and considerations.  IN THIS PODCAST, WE TALK ABOUT: How to gain financial security and preserve wealth via trusts Understand the differences between revocable and irrevocable trusts and the different levels of control, protection, and tax benefits they offer The multiple purposes served by Trusts Vallard Advisors: Looking to optimize your taxes, enhance your financial strategy, and build a lasting partnership with a dedicated CPA firm? Our podcast is sponsored by Vallard Advisors, a leading tax strategy and financial planning service. From minimizing tax liability to providing payroll, bookkeeping, and CFO services, Vallard Advisors offers comprehensive solutions tailored to your business and personal goals. Take control of your finances today by scheduling a consultation at www.vallardadvisors.com CONNECT WITH CANDY Join my weekly email list: www.candyvalentino.com Follow me: @candyvalentino Buy your copy of Wealth Habits: wealthhabitsbook.com ATTENTION: If your business makes over $500K in revenue, take advantage of our fractional CFO services. If not, consider enrolling in our business course. Head to www.vallardadvisors.com Learn more about your ad choices. Visit podcastchoices.com/adchoices