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Trusted Advisor Podcast Series
The Heritage Institute
50 episodes
6 days ago
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
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Careers
Business,
Investing,
Management
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All content for Trusted Advisor Podcast Series is the property of The Heritage Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
Show more...
Careers
Business,
Investing,
Management
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Episode 48: Trust Without Training: Why Beneficiaries Pay the Price
Trusted Advisor Podcast Series
2 months ago
Episode 48: Trust Without Training: Why Beneficiaries Pay the Price
Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and tax, but also in empathy, communication, and listening—can transform outcomes for families.
Trusted Advisor Podcast Series
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.