Beacon Financial Strategies
Home Who We Are Insights Start Here
How It Works Who We Help Pricing FAQs
WealthConnect Sharefile Tamarac
HomeWho We Are How We Help How It Works Who We Help Pricing FAQs Insights Client Login WealthConnect Sharefile Tamarac Start Here
Beacon Financial Strategies

Finance in a Flash: Estate Planning Series: Common Types of Trusts

On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications!

Listen on Your Favorite App!
Education, Podcast, Estate PlanningJohn MattoFebruary 6, 2023podcast, Estate Planning
Facebook0 Twitter LinkedIn0 0 Likes
Previous

Understanding Risk—Capacity, Tolerance, Perception & Risk Required

Investments, Retirement Planning, Financial PlanningChip Hymiller, AIF®, CFP®February 8, 2023investing, investment management, investment planning, Personal Finance, Stock Market
Next

The Rules are Changing (Again!) for Required Minimum Distributions

Eldercare, Charitable Gifting, Financial Planning, Retiree, Retirement Planning, TaxErin Campbell, CPA/PFS, CFP®January 30, 2023retirement distributions, distribution planning, Retirement Planning, tax planning, Charitable Gifting, income tax, required minimum distributions, Qualified Charitable Distributions

SUBSCRIBE TO OUR NEWSLETTER

Name *
How would you classify yourself? *

In order to confirm your identity, you will receive an email shortly to confirm that you want to be added to Beacon’s email distribution list. Thank you!

Beacon Financial Strategies
7100 Six Forks Road, Suite 135,
Raleigh, NC, 27615,
United States
919-803-3801
Hours
Mon 9am - 4pm
Tue 9am - 4pm
Wed 9am - 4pm
Thu 9am - 4pm
Fri 9am - 4pm
HomeWho We AreHow We HelpFAQsInsightsContact UsStart Here

© 2025 BEACON FINANCIAL STRATEGIES
7100 Six Forks Road, Suite 135, Raleigh, NC 27615 | Phone (919) 803-3801
Privacy Policy | Disclosure Brochure | Client Relationship Summary | Prospect Kit

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.