John Brenchley · The Meaningful Money Personal Finance Podcast · Planning for vulnerable beneficiaries with John Brenchley
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
set up a vulnerable person's trust (or disabled person's trust) instead of a discretionary trust for a beneficiary
“The will can establish a trust, a testamentary trust, and it holds those assets for that beneficiary... income from assets... can qualify as accepted income for minors, taxed at normal adult rates”
“I built a trust score for my website. People can go check out at avenue9.com slash trust, where it's a human plus AI trust score”
“The average family office has 23 trusts, 23 trusts, right? For a completely different reason, right? Every trust is a different goal and purpose.”
“Only having a set markup of 15%, we'll garner people trust.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.