An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide

10/05/2024 1h 11min Temporada 5 Episodio 5
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide

Listen "An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide"

Episode Synopsis

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting up a trust, then this episode is for you. Among the questions she answers are: - How does a trust offer asset protection from the costs of nursing home care?- Why does it matter if a trust is revocable or irrevocable?- Can my spouse or family still access any & all funds placed inside a trust?- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?- What situations are common for setting up a trust - pros & cons? A video of this episode can also be viewed on our YouTube channel. For more information, questions, to schedule an initial consultation,  email us at [email protected]