This is Episode 3 of Estate Planning Demystified. In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:
1. Who are the people I want to transfer my estate to?
2. What do I have in terms of assets?
3. Who do I want to care for me when I can no longer care for myself
4. Who will you choose to help make life-ending or
5. life-sustaining discussions?
6. What are the ages and the capacity of the people I give my estate?
7. W ho do I want to take care of my minor children?
Link to the Will vs. Trust Table
If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.
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