Podcasts by Copper Beech Trust
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Episode 21: How to choose the right trustee for my family’s trusts? from 2020-05-20T03:01:47
In Episode 21, We discuss about how to choose the right trustee for my family’s trusts?
In this episode, we talk about how wealthy families choose the right trust...
ListenEP 22 - How do I talk to my young children about money and wealth from 2020-05-20T02:46:05
Listeners will gain an understanding how to seize moments to teach their children about money matters and to use the right words as well.
ListenEP 19 - Does your work reflect your character? from 2020-05-13T02:05:33
In this episode, listeners will take some time to reflect on their current work, be it paid or unpaid and to identify the qualities they have applied to contribute to its current stability. ...
ListenEp 20 - What Should Grandparents Think About When Giving Their Wealth? from 2020-05-13T02:04:35
In this Episode, we talk about the factors to think about for wealthy grandparents who wants to leave behind their wealth for their grandchildren.
ListenWhat happens to my friendship when I'm wealthy from 2020-05-06T01:25:17
Listeners will gain an understanding of friendships when one party is wealthy and how to keep that friendship real and genuine
ListenEp 15 - What kind of advisors should you go for? from 2020-04-29T05:15:33
In the episode, listeners will have a clearer picture of why they choose their advisor and if they don't have one today, what are some things to look out for
ListenEp 13 - Beneficiaries, what are my roles and responsibilites from 2020-04-29T05:12:57
Listeners will gain an understanding about their role and responsibilities as a beneficiary especially if they are one themselves today.
Listen20200429 - Ep 16 - Communication & Resilience is Key to A Successful Wealth Distribution from 2020-04-29T03:32:18
29 April 2020
Communication & Resilience is Key to A Successful Wealth Distribution
In this Episode, we talk why:
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Ep 12 Trustee. What are my responsibilities from 2020-04-22T07:47:31
Listeners will understand what a trustee is and the roles and responsibilities of a trustee.
ListenEp - 11 Will my thoughts about 'Trusts' change the way I speak about them? from 2020-04-22T07:42:26
Listeners will understand how different group of people view Trust and how it influences the way they speak about them.
ListenEp 14 - What do you want to achieve when you give gifts to your child? from 2020-04-22T06:38:24
Ep 14 - What do you want to achieve when you give gifts to your child?
In this Episode, we talk about the gifts we give to our children in legacy planning. But we also want to ensur...
ListenEp 8 - How to Be an Empathetic Giver When Designing Your Estate Plan from 2020-04-15T04:00:02
At the end of this podcast, listeners will learn:
- Why is it difficult for GIVERS to understand and empathise with recipients?
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Ep 9 - Knowing yourself before you gift others from 2020-04-08T02:45:40
At the end of today's episode, you should be able to:
- Know yourself better
- Think twice before gifting
Ep 10 - Is your family flourishing? from 2020-04-08T02:39:01
At the end of the podcast, you should be able to:
- Understand what it means for a family to flourish
- What to do when money is the driving for... Listen
Ep 7 - Legacy Planning - How much is enough to leave behind for your loved ones? from 2020-04-08T01:54:16
Legacy Planning - How much is enough to leave behind for your loved ones?
In this episode, we talk about one of the most commonly asked question: "How much is enough to leave behind?"
... ListenEp 4 - How to be A "Wise" Giver in Estate Planning from 2020-04-08T01:50:36
How to be A "Wise" Giver in Estate Planning
In this Episode, listeners will learn:
1) How to be someone who gives away his wealth more wis...
ListenEp 1 - The Spirit of Giving Well from 2020-03-25T03:27:05
In Episode #`1, LPASG talks about The Spirit of Giving Well. Understand how to give well. Also, what is transfer taxes. And, also the different types of taxes in transfer taxes.
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