DiscoverSecond Half of Life PodcastThree Tips to Tailor Your Trust to Tackle Your Estate Planning Goals
Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals

Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals

Update: 2022-02-04
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In this recording of a virtual seminar originally presented on Jan. 27, 2022, Attorneys Julie Steinbacher and Megan Ingram-French teach you everything you need to know about trusts. Ever wondered if a trust might be the right estate planning tool for you? Then sit back and listen to this comprehensive presentation about trusts, how we generally use them at our law firm and why we set them up for our clients, who the key people are when a trust is set up, what assets can (and cannot) get put into a trust, and estate tax considerations.

If you would like a FREE copy of one of the books written by Attorney Steinbacher referenced in this presentation, please fill out this form,  email info@paeldercounsel.com, or call 1-800-351-8334 to request one.

The free strategy sessions are always available, and can be scheduled by calling 1-800-351-8334 or online at ChatwithSGY.com

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Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals

Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals

Steinbacher, Goodall & Yurchak