No one likes to think about estate planning, but it is one of THE biggest keys to setting you and your family up for success. One of those key documents is setting up a trust. Now, maybe the easiest way to think about a trust is to picture a box. Within that box you can put anything, bank accounts, investment accounts, even businesses and real estate. On the outside of the box are written instructions from you on how to use what’s inside. So what do you need to put in there and what needs to be written on the box? Listen to this episode, and we’ll walk you through it. Trust in the trust.
