Honest Money

← Honest Money19 Aug · 26 min

Trusts Uncovered: When and Why to Use Them

Trusts Uncovered: When and Why to Use Them19 Aug26 min

In this episode, Pieter de Villiers and Eben Nel, FISA Councillor and Fiduciary Adviser at PSG Wealth, discuss the complexities of estate planning through trusts, including when they make sense, their benefits, and legal considerations. Learn how trusts can protect wealth, facilitate long-term planning, and the importance of proper setup and management. Chapters 00:00 Introduction to Trusts and Estate Planning01:11 Understanding the Purpose of Trusts05:25 When to Consider a Trust08:32 Evalua...