Second Half of Life Podcast

An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide


Listen Later

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting up a trust, then this episode is for you.

Among the questions she answers are:
- 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 & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?

A video of this episode can also be viewed on our YouTube channel

For more information, questions, to schedule an initial consultation,  email us at [email protected] 

...more
View all episodesView all episodes
Download on the App Store

Second Half of Life PodcastBy Steinbacher, Goodall & Yurchak


More shows like Second Half of Life Podcast

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

748 Listeners

The Long View by Morningstar

The Long View

904 Listeners

Federal Employees Retirement & Benefits Podcast by CD Financial by Charles Dzama

Federal Employees Retirement & Benefits Podcast by CD Financial

5 Listeners