Trusts and Wills

Trusts and Wills

Update: 2022-01-19
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In this episode, an excerpt from a virtual happy hour event in November 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske talk all about trusts and wills, and provide some basic information about both. This includes what each are, what generally gets put into a trust and how it is funded, how certain assets get moved into a trust, assets that usually aren't able to be moved into a trust, who controls a trust, how a will works and things to keep in mind when drafting your own. They also discuss differences between a will and a trust, estate tax issues, and also touch a few estate administration pointers. 

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Trusts and Wills

Trusts and Wills

Steinbacher, Goodall & Yurchak