Episodes

Monday Jun 14, 2021
37. TRUST us, you WILL need an Estate plan.
Monday Jun 14, 2021
Monday Jun 14, 2021
This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Investment Adviser and Principal, Justin Vossen. In this episode, you will learn about living wills and trusts. The conversation helps answer the following questions:
- Wills and Living Trusts
- What are they?
- What is the difference?
- Advantages?
- Disadvantages?
- When should you establish a will or trust?
- How do you know which one is right for you? Can you have both?
- How do you get started (who can help/where do you go)?
Version: 20241125
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