Let’s talk about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.

Read more on the topic here: https://principalpreservationservices.com/ep-57-what-you-should-know-about-wills-and-trusts/ 

What we discuss on this show:

2:10 – Getting to know you question

5:39 – Why estate planning is so important

7:19 – Will or trust?

10:41 - You don’t need a lot of assets for a trust

14:14 – What does it cost to set up will vs. trust

16:40 - Financial adviser’s role

18:30 – Mailbag: Should I give my son this inheritance?