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A Matter of Trust

A Matter of Trust

27 Episodes • By Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers • a-matter-of-trust.simplecast.com...
A Matter of Trust, hosted by Creative Planning 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 strateg ...more
Investing Self-Improvement Management
A Matter of Trust
A Matter of Trust
@amatteroftrust
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The Ins and Outs of Limited Liability Corporations (LLCs)
A Matter of Trust, hosted by Creative Planning Attor... more
Apr 18 2022 7m
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Why You Should Add Your Revocable Living Trust to Your Insurance Policies
Learn the differences between revocable and irrevoca... more
Mar 21 2022 4m
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Estate Planning Considerations for Unmarried Couples
Listen to more reasons to call your estate attorney:... more
Feb 25 2022 5m
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Eight New Year’s Estate Planning Resolutions
Listen to some more reasons to call your estate atto... more
Jan 18 2022 4m
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‘Tis the Season for Giving
Read more about gifting rules: https://creativeplann... more
Dec 20 2021 4m
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Dodging Bullets: The Latest Estate Tax News
Read more about the latest tax proposals: https://cr... more
Nov 15 2021 4m
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Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)
Read more about SLATs: https://creativeplanning.com/... more
Oct 18 2021 6m
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Important Legal Healthcare Documents
A Matter of Trust, hosted by Creative Planning Attor... more
Sep 20 2021 6m
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Reasons to Call Your Estate Planning Attorney
A Matter of Trust, hosted by Creative Planning Attor... more
Aug 16 2021 5m
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Revocable Trusts vs. Irrevocable Trusts
A Matter of Trust, hosted by Creative Planning attor... more
Jul 14 2021 3m
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Irrevocable Trusts
In this episode, attorneys Christina Knopke and Anni... more
Jun 14 2021 3m
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Electing Portability at the Death of a Spouse
In this episode, attorneys Christina Knopke and Anni... more
May 17 2021 5m
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A Comparison of Donor Advised Funds and Foundations
In this episode, Attorneys Christina Knopke and Anni... more
Apr 12 2021 4m
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Naming a Charity and Using Donor Advised Funds
This episode will explore charitable giving in estat... more
Mar 15 2021 8m
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All You’ve Ever Worked for May Not Go to Those Named in Your Estate Plan
This episode discusses beneficiary designations:   B... more
Feb 15 2021 6m
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Common Mistakes in Estate Planning - Part 3
Episode 12: Common Mistakes in Estate Planning - Par... more
Jan 19 2021 11m
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Common Mistakes in Estate Planning - Part 2 of 3
Episode 11: Common Mistakes in Estate Planning (Part... more
Dec 15 2020 9m
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Common Mistakes in Estate Planning - Part 1
Episode 10: Common mistakes in estate planning (Part... more
Nov 16 2020 7m
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Where to Start When Settling an Estate
Peter Mallouk and his co-hosts, Attorneys Annie Roge... more
Oct 19 2020 6m
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Get Specific In Your Special-Needs Estate Planning
Peter Mallouk and his co-hosts, Attorneys Annie Roge... more
Sep 14 2020 5m
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How Moving Affects Your Estate Planning Documents
Peter Mallouk and his co-hosts, Attorneys Annie Roge... more
Aug 17 2020 5m
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Legal Lessons Learned from Covid-19
Peter Mallouk and his co-hosts, Attorneys Annie Roge... more
Jul 13 2020 7m
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The Role of a Testamentary Trustee
Peter Mallouk and co-hosts, Attorneys Annie Rogers a... more
Jun 10 2020 6m
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Choosing A Guardian is A Lifetime Decision
Peter Mallouk and co-hosts, Attorneys Annie Rogers a... more
May 18 2020 4m
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Selecting An Estate Executor or Successor Trustee
Peter Mallouk and co-hosts, Attorneys Annie Rogers a... more
Apr 13 2020 4m
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