Estate Planning Demystified - Do I need a Will or a Trust?

08/05/2011 6 min Temporada 1 Episodio 3
Estate Planning Demystified - Do I need a Will or a Trust?

Listen "Estate Planning Demystified - Do I need a Will or a Trust?"

Episode Synopsis

This is Episode 3 of Estate Planning Demystified.  In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:

1.  The things you will consider before making a decision
2.  Who are the people I want to transfer my estate to?
3.  What do I have in terms of assets?
4.  Who do I want to care for me when I can no longer care for myself
5.  Who will you choose to help make life-ending or
6.  life-sustaining discussions?
7. What are the ages and the capacity of the people I give my estate?
8. W ho do I want to take care of my minor children?

You can contact the show through my website www.shawnjroberts.com or email me directly at [email protected].