facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
What Retirees Should Know About Wills & Trusts Thumbnail

What Retirees Should Know About Wills & Trusts

 

On This Episode:

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.

Show Notes:

1:29 - Main Topic: Wills & Trusts

2:03 - Why Are Wills & Trusts Important?

3:52 - How Do You Know If A Will Or Trust Is Right For You?

5:00 - A Will Doesn’t Mean You Won’t Avoid Probate

5:49 - Is A Trust Just For Money?

7:28 - How Much Do They Cost?

8:31 - What Role Does An Advisor Play When Considering These Options?

10:32 - Mailbag: Ian Asks If His Long-Term Care Policy Has Enough Coverage

Subscribe:

Schedule A Discovery Call