Mistake #2: Thinking All Living Trusts Are the Same
Here’s video #2 in the Top 7 Estate Planning Mistakes in Arizona video series. We hope these are helping you understand the importance of setting up your estate properly.
In this video we’ll cover:
☑ Why not all living trusts avoid probate.
☑ Why to stay away from DIY Trusts.
☑ The critical weakness of Trusts from Credit Unions & Financial Planners.
☑ Special attention needed for IRA’s & 401k’s.
In the next video we’re sending you, I’ll explain the importance of Planning for Disability, and I’ll be talking about a few other types of documents that EVERYONE needs.
If you’re ready to discuss the best way to set up your estate plan now, you can call us at 480-741-2271 to schedule an appointment for a Free Consultation – No strings attached!
