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The Agent of WealthAuthor: Marc Bautis
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Trusts Made Simple: Estate Planning Insights With Tom Szieber
Episode 272
Friday, 21 November, 2025
Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you.In this episode, you will learn:Why so many families are now exploring trusts – and why probate avoidance has become a major driver.The three core roles in every trust and how they work together.The key differences between revocable and irrevocable trusts (and what most people misunderstand about each).How titling, beneficiary designations, and pour-over wills determine what actually happens to your assets. And more!Tune in for a clear, practical conversation that demystifies trusts and helps you understand how they fit into a modern estate plan.Resources:Episode Transcript & Blog | Law Offices of Peter G. Aziz & Associates | Tom Szieber, Jr., Esq. | LinkedIn | Instagram | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
