Episode 99: Understanding and Implementing Wills & Trusts

Do you have a will or trust? What part do they play in your financial plan? What mistakes do you want to be sure to avoid when setting them up?

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-99-understanding-and-implementing-wills-trusts/ 

 

What we discuss on this show:

2:40 - People often overlook estate planning.

3:24 - Why are wills and trusts important?

4:47 - How do you know if a will or trust is right for you?

6:55 - Is a trust just for money or other assets as well?

8:36 - Where do people make big mistakes with wills and trusts?

13:21 - What if your estate is going to both people and charities?

16:01 - Where should you get advice regarding a will or trust?