Ep #21: If's, And's, and But's - Probably Constitutes A Trust

If today you had to give away everything you own (your car, your house, your jewelry, your family heirlooms, bank accounts, investments, life insurance, etc.) could you complete those transfers without any reservations whatsoever? Or are “ifs, ands, or buts” coming to mind? If so, you probably need a Trust. This podcast talks about examples of situations indicating that you should be talking to your CFP® professional and your attorney about creating a trust.
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