 |
FIN-LYT by EWA®Author: EWA LLC
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/ Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Trust Strategies for Business Owners and Multigenerational Families
Tuesday, 13 January, 2026
In this episode of EWA’s FIN-LYT Podcast, Jamison Smith, Matt Blocki, and Ben Ruttenberg take a deep dive into advanced irrevocable trust strategies and how they can be used to preserve wealth, reduce taxes, and intentionally transfer assets across generations. Drawing on real-world client scenarios, they explain why thoughtful trust design is critical as the U.S. undergoes the largest intergenerational wealth transfer in history.The conversation breaks down three powerful but often misunderstood trust structures: Charitable Remainder Trusts, Generation-Skipping Trusts (GSTs), and Intentionally Defective Grantor Trusts (IDGTs). Jamison, Matt, and Ben walk through practical examples, illustrating how charitably inclined families can create tax-efficient income streams, how GSTs can prevent wealth erosion across generations, and how business owners can move future appreciation outside their estate while maintaining control and cash flow.Throughout the discussion, they emphasize that trusts should never be driven by tax savings alone. Instead, these strategies must align with a family’s values, lifestyle needs, legacy goals, and long-term financial security. The episode highlights common pitfalls, the importance of education and intentional planning, and why the right structure in the wrong situation can do more harm than good.Join us each week as we share insights to help you align your wealth with the life you want to live.Connect with EWA:https://ewa-llc.com/https://www.instagram.com/ewa.llc/https://www.linkedin.com/company/equilibrium-wealth-advisors/https://www.facebook.com/EquilibriumWealthAdvisors/View EWA Disclosures and Firm ADV:https://adviserinfo.sec.gov/firm/summary/308977
