Estate Planning 101: Wills and Trusts

In part two of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about the difference between wills and trusts. Which one should you have, and what are the pros and cons?

 

Read more and get additional planning resources: https://wp.me/paeENs-aH 

 

Check out part 1: https://wp.me/paeENs-aB 

 

What we discuss on this show: 

2:40 – What if you don’t have a will or trust?

5:34 – What is a will?

7:43 – What is a trust?

9:40 – Other reasons to use a trust

12:15 – Divorce protection

13:16 – Protecting children

14:12 – Money management concerns

14:59 – Children with special needs

15:56 – Should I have a will or trust?

19:33 – What do I do next?

21:16 – Contact Chris and Casey