Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24 episode artwork

EPISODE · Nov 11, 2024 · 53 MIN

Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24

from More for Your Money · host Uncommon Cents Investing

More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence. Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.

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Episode 2: Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24

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