Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts
Thompson & Associates
English - July 19, 2018 00:00 - 14 minutes - 12 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning Flags #4: Minor Children as Beneficiaries
Next Episode: Estate Planning Flags #6: Medical Power of Attorney
In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss:
-What happens at a typical estate planning seminar?
-What are some issues with an unfunded revocable trust?
-Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?