#188 | When Should You Have a Revocable Trust?
Manage episode 418021687 series 3558777
#188 | When Should You Have a Revocable Trust?
๐ช๐ต๐ฒ๐ป ๐๐ผ ๐ฌ๐ผ๐ ๐ก๐ฒ๐ฒ๐ฑ ๐ฎ ๐ฅ๐ฒ๐๐ผ๐ฐ๐ฎ๐ฏ๐น๐ฒ ๐ง๐ฟ๐๐๐? Some individuals and families may be well protected with just a Will plan alone. However, estate planning is never a one and done solution.
So, when do you know it's time to add a Trust into the mix? This video outlines a few key parameters to think about and make sure you are getting the most from your plan.
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If you want to talk more about anything estate planning, elder law or probate related:
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
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If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal โ to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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