Ep 15: Estate Planning Expert Explains Wills vs. Trusts and More

Cornerstone Retirement Blueprint Podcast

English - February 10, 2022 10:00 - 19 minutes - 27.1 MB
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Previous Episode: Ep 14: Investment Expert Says to Hunker Down in 2022

Next Episode: Ep 16: Have You Used This Charitable Planning Technique?

What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.

TIMESTAMPS:

0:35 – Meet Jeremy

2:06 – Focusing on estate planning

2:55 – Will vs. trust

4:00 – Levels of probate

5:21 – Higher net worth

10:40 – Asset protection trusts

14:30 – LLC vs. Series LLC

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/