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Trust Takeover: Anything & Everything You'd Want to Know About Trusts

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Manage episode 365034832 series 2840542
Content provided by Steinbacher, Goodall & Yurchak. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steinbacher, Goodall & Yurchak 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.

This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts.
Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, or wondering how one works (there are many different types), then this video is for you. In it, Attorneys Julie Steinbacher and Megan Ingram answer the following questions and much more:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any and all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from a trust?
- What situations are common for using a trust - pros and cons?
To view a video of this presentation, visit our YouTube channel.

  continue reading

122 episoade

Artwork
iconDistribuie
 
Manage episode 365034832 series 2840542
Content provided by Steinbacher, Goodall & Yurchak. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steinbacher, Goodall & Yurchak 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.

This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts.
Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, or wondering how one works (there are many different types), then this video is for you. In it, Attorneys Julie Steinbacher and Megan Ingram answer the following questions and much more:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any and all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from a trust?
- What situations are common for using a trust - pros and cons?
To view a video of this presentation, visit our YouTube channel.

  continue reading

122 episoade

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