A Matter of Trust

Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
  • 5.0 (13)
  • INVESTING

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 strategies that ensure a more prosperous future.

  1. 04/18/2022

    The Ins and Outs of Limited Liability Corporations (LLCs)

    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 strategies that ensure a more prosperous future. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

    7 min

  2. 03/21/2022

    Why You Should Add Your Revocable Living Trust to Your Insurance Policies

    Learn the differences between revocable and irrevocable trusts here: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/ 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 strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

    5 min

  3. 02/25/2022

    Estate Planning Considerations for Unmarried Couples

    Listen to more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/ 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 strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

    5 min

  4. 01/18/2022

    Eight New Year’s Estate Planning Resolutions

    Listen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/ Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/   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 strategies that ensure a more prosperous future. Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

    5 min
  5. ‘Tis the Season for Giving

    12/20/2021

    ‘Tis the Season for Giving

    Read more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/ Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/ Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/   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 strategies that ensure a more prosperous future. Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

    4 min
  6. Dodging Bullets: The Latest Estate Tax News

    11/15/2021

    Dodging Bullets: The Latest Estate Tax News

    Read more about the latest tax proposals: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/   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 strategies that ensure a more prosperous future. Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

    5 min
  7. Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)

    10/18/2021

    Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)

    Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/ 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 strategies that ensure a more prosperous future. Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

    6 min
  8. Important Legal Healthcare Documents

    09/20/2021

    Important Legal Healthcare Documents

    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 strategies that ensure a more prosperous future. Important Legal Disclosure:  http://bit.ly/2DC250b Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

    7 min
See All (27)

5
out of 5
13 Ratings

About

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 strategies that ensure a more prosperous future.

Information

  • Creator
    Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
  • Years Active
    2020 - 2022
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © 2020 - Creative Planning's A Matter of Trust
  • Show Website
    A Matter of Trust