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Ep #244 - Do I Really Need a Living Trust?

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Manage episode 431568740 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Mailbag Question:

“I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.”

Intro:

This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney.

Links:

https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2

https://www.weareatticus.com/learn/what-is-the-uniform-probate-code

  continue reading

100 episoade

Artwork
iconDistribuie
 
Manage episode 431568740 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Mailbag Question:

“I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.”

Intro:

This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney.

Links:

https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2

https://www.weareatticus.com/learn/what-is-the-uniform-probate-code

  continue reading

100 episoade

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