Thompson & Associates

Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts

Informações:

Sinopse

In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss:-What happens at a typical estate planning seminar?-What are some issues with an unfunded revocable trust?-Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?