You have a Trust. Great! Is it exactly what you want (or needed)?

Wealth For Generations

Discover the secrets to crafting a legacy that withstands the test of time, as we sit down with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner, who unveil the intricate layers of trust planning. It's not just about creating a trust; it's about sculpting an estate plan that genuinely matches your personal narrative. Todd challenges the cookie-cutter mentality and shares why a trust isn't always the silver bullet for everyone. We dissect the myths and reveal how a well-structured trust can serve as a fortress, protecting your beneficiaries from life's unpredictable trials, such as bankruptcy, divorce, and litigation.
Navigating the delicate transition of power in estate planning can be treacherous waters, but with the guidance of our experts, you'll learn to steer clear of conflict by selecting the right successor trustees. We delve into the dynamics between revocable and irrevocable trusts, giving couples the insight they need to fortify their assets posthumously. Todd and Ian also address the legal nuances of interstate trust validity, ensuring your trust isn't lost in translation when crossing borders. Tune in for a masterclass in securing your legacy with precision and foresight, tailored to your unique life story.

فصل ها

1. You have a Trust. Great! Is it exactly what you want (or needed)? (00:00:00)

2. Maximizing Trusts for Future Generations (00:00:03)

3. Transfer of Power in Estate Planning (00:16:04)

4. Estate Planning and Trust Considerations (00:20:59)