In this episode of TFE Talks, host Jordan Goewey sits down with David Thompson to unravel the power of trust planning. They break down how trusts offer creditor protection, estate tax advantages, and flexibility for beneficiaries, ensuring wealth stays secure for generations. You’ll also learn how trusts can safeguard assets from risks like remarriage and incapacity, giving families greater control and peace of mind. Whether you're new to estate planning or looking to refine your strategy, this episode is packed with insights you won’t want to miss.
Topics in this conversation include:
TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier estate planning and business advising law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for guidance that helps you protect what matters most. Learn more at www.tfelawfirm.com.
The information provided in this podcast is for general informational purposes only and should not be considered legal advice. Listening to this podcast does not create an attorney-client relationship with Thomas, Fisher & Edwards or any of its attorneys. Laws and regulations vary, and legal matters are highly fact-specific. For personalized legal guidance, please consult with a qualified attorney.