Do I Need a Trust or Is the Lawyer Just After Money?
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Show Notes
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In this episode, Nick tackles a listener question about estate planning: Is it necessary to set up a trust to impose conditions on how an inheritance is distributed? Is their lawyer just trying to upsell them with unnecessary services? Nick breaks down when a will is sufficient and when a trust becomes essential for controlling the inheritance process.
Here’s some of what we discuss in this episode:
📝 Inheritance Conditions: Why certain conditions need a trust
💵 How a trust can protect your wishes
👨👩👧👦 Tailoring plans to your unique family situation
🤔 What to expect during your first meeting with an Estate Planner
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