A "Better" Guide to Estate Plan Funding, Part 5: A Revocable Trust Alone Is Not Enough

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  • เผยแพร่เมื่อ 16 ต.ค. 2024
  • This is the fifth installment to my course on estate plan funding. The full course will be available to paid subscribers to my newsletter at griffinbridger.... (Note that I have made this video free to all subscribers).
    Just having a revocable trust is not enough. Two other documents - a pourover will and durable power of attorney - should accompany the revocable trust. However, there are several considerations that go into the creation and preparation of these two supplemental documents. In this video, we discuss some of the documents that should accompany the revocable trust.

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  • @gp14127
    @gp14127 2 หลายเดือนก่อน

    Nice work Griffin!!!!