Retirement Reality Podcast

Ep 57: What You Should Know About Wills and Trusts

November 5, 2020

Let’s talk about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.


Read more on the topic here: 


What we discuss on this show:

2:10 – Getting to know you question

5:39 – Why estate planning is so important

7:19 – Will or trust?

10:41 - You don’t need a lot of assets for a trust

14:14 – What does it cost to set up will vs. trust

16:40 - Financial adviser’s role

18:30 – Mailbag: Should I give my son this inheritance?