Do You Need a Trust?

Are living trusts oversold? That is, do you need a trust?

This basic estate planning discussion is the one we probably get asked about most often by our clients. There is much mystique about the need for and utility of revocable living trusts. Are there people who should not create one? Are there others who absolutely must have a trust as the central item in their estate plan?

Join us for this week’s podcast, where we will try to demystify the living trust issue, and help you answer the question for yourself. We will suggest that the answer is based on a cost/benefit analysis.