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What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy.
In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in practice — providing advisors with an actionable basis for estate planning conversations with their clients.
4.8
2020 ratings
What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy.
In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in practice — providing advisors with an actionable basis for estate planning conversations with their clients.
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