See What's New: Ester™ Executive Summaries, Task Center Collaboration & More!

Should Your Revocable Trust Own Your Business?

1 min read
·March 19 2024
Share This

If you’re a business owner, does it really make sense to put it in a Revocable Trust? That’s what hosts Anne Rhodes, Chief Legal Officer at wealth.com, and Thomas Koppelmen, Head of Community at wealth.com and co-founder of AllStreetWealth discuss in this week’s episode. In this episode, they cover:

  • Why a trust may offer more flexibility in separating out personal and business assets but also offers better protection if you’re incapacitated.
  • How a trust can be a better vehicle for your wishes to be followed after your passing.
  • Why setting up a revocable trust today offers you flexibility should you need to make changes as your business grows.

    Subscribe and listen on your favorite podcast platform, or watch the video below.
Share This

Other Categories

  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

  • Product & Company Announcements

    Get the latest updates about wealth.com's product offerings.

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.