EPISODES ARCHIVES
Trusts Demystified: When You Actually Need One — with Ritesh Patel
Navigating the Transition: Choosing the Best Senior Living Option
In this episode of Wealth Beyond Work, host Zach Morris speaks with Tara Schramm of Assisted Living Locators about one of the most challenging decisions families face — when and how to transition a loved[...]
Avoiding Estate Planning Pitfalls with Cumberland Trust’s Insights
In this episode of Wealth Beyond Work, host Zach Morris speaks with Shelly Donaldson of Cumberland Trust to unpack one of the most misunderstood areas of estate planning: the critical roles of[...]
Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years
The Secure Act ended the “Stretch IRA” for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how[...]
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