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Trust Company Talks

Trust Company Talks is an investing and wealth management podcast brought to you by Trust Company of the South.

Podcast · By Trust Company of the South · American English · Official site

Indexed episodes, last 90 days
2
Latest publication
Aug 20, 2026
Audience
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Earliest in this view
Jul 23, 2026
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Latest episodes

  1. Episode · Aug 20, 2026

    Why Your Outdated Estate Plan Could Be Costing Your Family: A Conversation with Westray Veasey and Chris Hewitt (opens the original)

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    Many people created their estate plan years ago and haven't touched it since. But estate planning law has changed dramatically in that time. The estate tax exemption alone has significantly increased, and the Secure Act fundamentally changed how retirement accounts pass to your children and grandchildren. If your plan predates these changes, it may be working against your family's interests rather than protecting them. On the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koon

  2. Episode · Jul 23, 2026

    Protecting Digital Assets in Estate Planning: A Conversation with Hannah Baublitz (opens the original)

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    Most people spend hours crafting a will or revising a trust. However, very few have given a moment's thought to what happens to their email, photos, social media accounts or cryptocurrency when they pass away. That oversight can leave loved ones locked out, confused, or scrambling to find critical accounts and information. On the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce talk with Hannah Baublitz, J.D. , General Counsel of Trust Company of the South, for a direct c

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