Trust Takeover: Anything & Everything You'd Want to Know About Trusts episode artwork

EPISODE · Jun 2, 2023 · 1H 29M

Trust Takeover: Anything & Everything You'd Want to Know About Trusts

from Second Half of Life Podcast · host Steinbacher, Goodall & Yurchak

This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts. Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, or wondering how one works (there are many different types), then this video is for you. In it, Attorneys Julie Steinbacher and Megan Ingram answer the following questions and much more:- How does a trust offer asset protection from the costs of nursing home care?- Why does it matter if a trust is revocable or irrevocable?- Can my spouse or family still access any and all funds placed inside a trust?- Do you have to be "rich" or have multiple investment accounts to benefit from a trust?- What situations are common for using a trust - pros and cons?To view a video of this presentation, visit our YouTube channel. 

Episode metadata supplied by the publisher feed · Published Jun 2, 2023

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This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts. Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, or wondering how one works (there are many different types), then this video is for you. In it, Attorneys Julie Steinba...

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Trust Takeover: Anything & Everything You'd Want to Know About Trusts

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