Thompson & Associates artwork

Estate Planning Seminars and Unfunded Revocable Trusts

Thompson & Associates

English - July 19, 2018 00:00 - 14 minutes - 12 MB - ★★★★★ - 4 ratings
Non-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed



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?