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Estate Planning Demystified - Do I need a Will or a Trust?

Estate Planning Demystified - Do I need a Will or a Trust?

Update: 2011-05-08
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This is Episode 3 of Estate Planning Demystified.  In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:



1.  The things you will consider before making a decision


2.  Who are the people I want to transfer my estate to?


3.  What do I have in terms of assets?


4.  Who do I want to care for me when I can no longer care for myself


5.  Who will you choose to help make life-ending or


6.  life-sustaining discussions?


7. What are the ages and the capacity of the people I give my estate?


8. W ho do I want to take care of my minor children?



You can contact the show through my website www.shawnjroberts.com or email me directly at sjr@shawnjroberts.com.


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Estate Planning Demystified - Do I need a Will or a Trust?

Estate Planning Demystified - Do I need a Will or a Trust?