Episode Summary:

Key Timestamps:

About the Show:

Episode Summary:

Key Timestamps:

About the Show:

In this episode of While You Can: Adventures in Life and Legacy Planning, Amanda Reagan breaks down the truth about trusts—what they are, how they work, and when you might need one. She explains the key differences between revocable and irrevocable trusts, how they help families avoid probate in Florida, and why collaboration between estate planners, financial advisors, and CPAs is essential for long-term success.

Amanda is joined by tax expert Suzanne Bach, who shares insights on the importance of keeping your “circle of trust” connected—ensuring attorneys, accountants, and wealth advisors all work together to protect your financial future.

Key Timestamps

00:00 – Amanda explains what a trust is and when it’s beneficial.

While You Can: Adventures in Life and Legacy Planning is a podcast about taking control of your future—before life does it for you. Hosted by attorney Amanda Reagan, each episode demystifies estate and succession planning through real stories, expert insights, and practical strategies. From wills and trusts to tax planning and family legacy, Amanda helps Floridians protect what they’ve built, care for the people they love, and make confident decisions—while they still can.

Episode Summary:

What You Will Learn in This Episode:

Key Timestamps:

While You Can: Adventures in Life and Legacy Planning is a podcast about taking control of your future—before life does it for you. Hosted by attorney Amanda "Amy" Reagan, each episode demystifies estate and succession planning through real stories, expert insights, and practical strategies. From wills and trusts to tax planning and family legacy, Amy helps Floridians protect what they’ve built, care for the people they love, and make confident decisions—while they still can.

Episode Summary:

Amy breaks down why most Americans delay estate planning, the common myths around it, and the essential documents every Florida adult should have in place.

What You’ll Learn in This Episode:

Key Timestamps:

While You Can: Adventures in Life and Legacy Planning is a podcast about taking control of your future—before life does it for you. Hosted by attorney Amanda "Amy" Reagan, each episode demystifies estate and succession planning through real stories, expert insights, and practical strategies. From wills and trusts to tax planning and family legacy, Amy helps Floridians protect what they’ve built, care for the people they love, and make confident decisions—while they still can.