S. 2 - Ep. 11: What is Retirement: Part III: Wills + Trusts

In this episode we welcome back Gary Pia and go in to more depth about Wills + Trusts. We touched on it a bit in 'What is Retirement: Part II' (season 2, episode 5) but realized we had more questions as well as some follow up questions to what retirement looks like and what to do with that time. We talk about why people should create a will or trust; If they don't, what happens when they pass; who is in charge of what happens? When it comes to a trust, does each spouse/life partner have their own? If they have it together, what happens when one person passes and the other is still living? Do the things left to people get collected then or when the other spouse/life partner passes? AND SO MUCH MORE! Check it out and let us know what you think. This concludes Season 2! Stay tuned for season 3! Guest: Gary Pia  https://missionstreetwealth.com/ Music: https://www.purple-planet.com