Latest / Legacy Life and Retirement

Episode #138 Revocable Living Trusts Explained | Everything Your Family Needs to Know
Book a Free IBC Consultation Call (Click Here)
Learn more about Legacy Lock / Schedule an Intro Call:
(Click Here)
Visit my website by (Clicking Here)
In this episode, I sit down with Jereme Roodhouse from Legacy Lock for a complete breakdown of revocable living trusts and how they fit into a family’s overall estate and legacy plan.
We cover the difference between a will and a trust, how a trust can help avoid probate, what assets should actually be connected to your trust, how beneficiary designations work with life insurance and retirement…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.