Let’s talk about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.
Read more on the topic here: https://principalpreservationservices.com/ep-57-what-you-should-know-about-wills-and-trusts/
What we discuss on this show:
2:10 – Getting to know you question
5:39 – Why estate planning is so important
7:19 – Will or trust?
10:41 - You don’t need a lot of assets for a trust
14:14 – What does it cost to set up will vs. trust
16:40 - Financial adviser’s role
18:30 – Mailbag: Should I give my son this inheritance?
