One of the biggest misconceptions in estate planning is this..."I have a trust...so I'm done."The truth is...Creating your trust is just the beginning.Over the years...Families change.Assets change.Laws change.Life changes.Today we're going to discuss the ten most common mistakes I see when reviewing existing trusts—and why having a trust doesn't necessarily mean your estate plan is up to date.

One of the biggest misconceptions in estate planning is this... "I have a trust...so I'm done." The truth is... Creating your trust is just the beginning. Over the years... Families change. Assets change. Laws change. Life changes. Today we're going to discuss the ten most common mistakes I see when reviewing existing trusts—and why having a trust doesn't necessarily mean your estate plan is up to date.

The 10 Common Mistakes People Make With An Existing Trust

Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape. Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum. This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you. Follow to stay informed and engaged in today’s evolving financial environment.

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Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape.Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum.This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you.Follow to stay informed and engaged in today’s evolving financial environment.

Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape. Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum. This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you. Follow to stay informed and engaged in today’s evolving financial environment.

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The 10 Common Mistakes People Make With An Existing Trust

The 10 Common Mistakes People Make With An Existing Trust

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