Month: November 2023
Trusts vs. Wills: What You Don’t Know (Ep. 6)

Trusts vs. Wills: What You Don’t Know (Ep. 6)

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Confused about choosing between a trust and a will? 

Let’s clear the air once and for all.

In this eye-opening episode, Jerry Goodman and Megan Hubbard of Tennessee Wealth Management tackle the estate planning myths surrounding trusts and wills. With their expert analysis, they dispel common overstatements and clear up misconceptions, all through the distinct perspective of Tennessee law.

In this episode, you’ll discover:

  • Trust Truths Unveiled: Are trusts really superior for estate taxes and protection?
  • Hidden Trust Benefits: There’s more to trusts than meets the eye, but are they overvalued in Tennessee?
  • Trusts vs. Wills Face-Off: Dive into the pros, cons, costs, and complexities of each.
  • Setting Up a Trust – Worth It?: Explore the reality behind establishing a trust. Is it a smart move or just added stress?
  • Ethical Estate Planning: Join Jerry and Megan as they navigate the ethical implications of recommending trusts.
  • Empowered Decision-Making: Arm yourself with essential insights to make the best choice between a trust and a will.
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How We Guard Your Legacy (Ep. 5)

How We Guard Your Legacy (Ep. 5)

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Think estate planning is just for the wealthy? 

Think again. 

Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future.

In this PodCLASS, Jerry and Megan explore:

  • Why neglecting estate planning could be the biggest risk to your family’s legacy
  • How choosing the right estate planning package could save you money compared to traditional legal services
  • An insider’s guide to two crucial estate packages that put you in control of your future
  • A creative spin on ‘Leave it to Beaver’ that reveals the stark realities of dying without a will in Tennessee
  • The surprising truths about revocable living trusts and why they might not be the safeguard you thought
  • A critical look at the hidden drawbacks of trusts – especially when it comes to accessing your assets when you need them most
  • And much more!

 

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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