EP05 - Why Every Senior Needs a Living Trust | Estate Planning with Jeannette Marsala

⚖️ Think a will is enough? Think again! Without proper estate planning, families often face costly legal issues, probate delays, and unnecessary conflict—especially when a senior’s home is involved.In Episode 6 of the Simplify Senior Transitions Podcast, I sit down with estate planning attorney Jeannette Marsala to break down why every senior needs a living trust, and how to avoid common mistakes that put your loved ones—and their assets—at risk.📌 In this episode, we cover: ✅ Wills vs. Living Trusts: What’s the Difference? ✅ How a trust protects a senior’s home & avoids probate ✅ Common estate planning mistakes (and how to avoid them) ✅ How to choose the right trustee & avoid family conflicts ✅ Tax and financial benefits of trusts ✅ How estate planning ties into senior transitions and real estate ✅ The power of networking: Jeannette’s work with the SeniorCare Business Support - South Bay groupWhether you’re planning for your own future or helping aging parents, this episode will empower you to protect what matters most.If you’re navigating a senior transition right now and trying to figure out the next step for a parent, here are some resources designed to help.⸻Resources for FamiliesIf you’re navigating senior living decisions, downsizing, or trying to determine the next step for an aging parent, visit:→ www.simplifyseniortransitions.com/familiesThis page provides guidance and resources specifically designed for families navigating senior transitions.⸻Resources for Senior Care ProfessionalsAnd if you’re a senior care professional who wants stronger positioning, clearer referral ecosystems, and more scalable systems for serving families in today’s evolving senior care landscape, visit:→ www.simplifyseniortransitions.com/professionals🔔 Don’t forget to LIKE & SHARE this episode with someone who needs it!Support the show