facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
Wealth Wednesday: Do I Need a Trust Thumbnail

Wealth Wednesday: Do I Need a Trust

Estate Planning

Today, we answer a question from a listener about trusts.  Sarah asks: “My kids tell me I need to get a trust.  I own my home, have an IRA and a couple of bank accounts.  A trust seems complicated.  Do I really need a trust?” 

In this episode we will cover:

  • Our Listeners question
  • General guidelines for considering a trust.
  • Does a trust make sense for our listener?
  • What is the potential cost for a trust?
  • If you are considering a trust, what questions should you ask an attorney.
  • What other things can you do to avoid the probate process?

Subscribe to our YouTube Channel

Contact an Advisor Today!