Plan & Protect Episode 03: The Trust Episode (Part 1)
Plan & Protect
English - October 25, 2019 14:00 - 23 minutes - 16.2 MB - ★★★★★ - 5 ratingsHow To Education Business Investing estate planning elder law retirement wills trusts law planning taxes veterans benefits medicaid Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Plan & Protect Episode 02: The Probate Episode
Next Episode: Plan & Protect Episode 04: The Trust Episode (Part 2)
In this episode, Justin and Drew talk about trusts—what they are, how and why they are used in estate planning, and who needs one. You’ll hear why Justin often considers the use of a trust to be the best way for a family to stay out of probate court.
What You’ll Learn:
A will is not enough when it comes to estate planningYou don’t have to be wealthy to need a trustWhy you might end up in probate court even if you have a trustLinks And Resources Mentioned
Trust BasicsThe Tale of Three JoggersYou Need A Plan Free Book