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Trusts Offer Immediate & Long-Term Benefits vs. Wills

Annie Rogers

Christina Knopke

Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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More Episodes

Coping With Inflation

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/

Taxation on Investment Income Explained

Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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Providing financial peace of mind across the globe

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BILLION

Combined assets under management & advisement as of December 31, 2021