Who Needs a Trust? Breaking Down Estate Planning
Say the word "trust" and most of us picture trust fund babies and generational fortunes. What if we told you that picture is almost entirely wrong? This week, attorney Evan Taylor is back in the studio to clear up one of the most misunderstood topics in personal finance. We are digging into who actually needs a trust, who is just fine with a simple will, and why so many people are better served by one than they ever realized. Evan breaks it all down in plain English, from the real difference between a will and a trust, to the one step people skip that quietly undoes the whole plan, to the surprising reasons a trust protects families of every size and income level. Whether you own a little or a lot, this conversation will change how you think about protecting what matters most. Grab your headphones for this one. You will walk away with a whole new sense of peace of mind, and probably a few questions you have been putting off for far too long.
Read More
Taking a Financial Inventory: Part 1
When was the last time you took inventory of your finances? And we mean not just the usual "logging into your bank account to see how much money you have left" inventory, but really took record of everything you own? Until last year, the two of us had never taken a full financial inventory either, but now that we have, we couldn't recommend it more!
Read More