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Welcome to Yeo & Yeo’s podcast. With a century of experience and perspective, we unpack the latest tax, accounting, technology, financial and advisory topics relevant to you and your business. Listen in as we analyze challenges, explore potential opportunities, and help you find ways to thrive.
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Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
On episode eight of Everyday Business, host Rebecca Millsap, managing principal of the Flint office, is joined by Andrew Matuzak, manager in Saginaw.
Listen in as Rebecca and Andrew discuss the benefits of trusts as part of your estate plan and when you should consider setting up your own trust.
- What is a trust? (1:20)
- When should you set up a trust? (2:50)
- What are the benefits of trusts? (3:41)
- Can a trust help minimize taxes? (6:28)
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