Through the Pines Ep. 15 - Estate Planning and Trusts Part 1
Through the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1
Show Notes:
What is estate planning and why is it important?
When should you get started?
Is Estate Planning only for the Rich?
What documents are normally included in an estate plan?
What is a Trust?
What are POA (Immediate vs Springing) and Medical POA's?
What are some examples of "Personal Property?"
What are some of the common roles and responsibilities?
What is Estate "Funding" and why is that important?
What different kinds of trust are there? Revocable vs. Irrevocable, Family Trust…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.