Agent of Wealth Episode 272 – Trusts Made Simple: Estate Planning Insights With Thomas R. Szieber

Disclosure: This podcast episode is for informational purposes only and is not intended as legal advice. Laws are complex and can vary by state, individual situation, and more, so it’s essential to consult with an Estate Planning Attorney for advice tailored to your specific needs.

Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.

In this episode of The Agent of Wealth Podcast, John Williams is joined by Thomas R. Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you.

In this episode, you will learn:

• Why so many families are now exploring trusts – and why probate avoidance has become a major driver.
• The three core roles in every trust and how they work together.
• The key differences between revocable and irrevocable trusts (and what most people misunderstand about each).
• How titling, beneficiary designations, and pour-over wills determine what actually happens to your assets.
• And more!

Tune in for a clear, practical conversation that demystifies trusts and helps you understand how they fit into a modern estate plan.

Resources:
https://www.pgaalaw.com/
https://www.pgaalaw.com/attorney/szie...
  / tom-szieber-ll-m-97b32535  
  / szieber_wills_trusts_estates  

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