Wills, Trusts, and Your Legacy
Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.
Many believe that trusts only exist for the ultra-wealthy, but in reality, if you have minor children, a child with special needs – you probably need a trust. Trusts are there while you’re alive if you are incapacitated and also when you pass away. While you’re alive, the trust functions as you. In other words, if you’re incapacitated and can’t make final decisions on your own, the trust ensures you still have a successor trustee in place to carry out your wishes.
Having a proper estate plan can help you and your family avoid probate, navigate complex financial issues with ease, and turn the focus back to your family in difficult times. Join BFG Legal Services Estate Planning Attorney, Garrett Griffin and learn about:
- Types of Estate Plans
- What is Probate?
- What is a Trust?
- Power of Attorney
- Health Care Power of Attorney
- Living Wills and more
Want to get started before the workshop? Listen to The Guided Retirement Show!
Dean Barber and our Estate Planning attorneys Garrett Griffin and Jason Salinardi discuss wills and probate, the pitfalls of going online for an estate plan, and more in Episode 8 and Episode 9 of The Guided Retirement Show, our podcast. You’ll find the episodes on our podcast page, your favorite podcast app, or the podcast YouTube channel! If you enjoy the podcast be sure to subscribe so you never miss an episode.