In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of having a trust as part of your retirement plan with Andres Mazabel. Trust & Will provides an “easy and secure” way to create estate plans and settle estates online, with the ability to customize legal documents.

A trust is a legal agreement that helps you secure whatever legacy means to you when you’re no longer around. Andres explains what probate is and why you need to create a trust as part of your estate planning to simplify things for your loved one.

Listen in to learn the importance of getting a financial advisor’s guidance when it comes to establishing a trust.  

In this episode, find out:

• How Trust and Will empower people to understand the importance of estate planning better.
• How estate planning helps protect whatever legacy means to you.
• The difference between a will and a trust and the benefits of having each in place.
• The privacy and control a trust gives over when and how distributions are made.
• Andres explains the complexities of a trust – how it works when you’re alive and gone.
• How to plan and transfer all your estate assets into a trust.
• How to avoid probate by adding your assets to beneficiaries and having a trust.

Tweetable Quotes:

• “With a trust, we have so much more control over when and how distributions are actually made.”- Andres Mazabel
• “No matter what state you live in, you want to avoid the probate because it makes the process smoother, reduces cost, and it gets assets transferred to the beneficiaries in a seamless way.”- Murs

Get in Touch with Clifton:

• Website:https://trustandwill.com/ 

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.