Life's Third Act

Life's Third Act


Trusts: An Essential Piece of Your Estate Plan – EP. 63 – Life’s Third Act

March 15, 2023

Join us this week on Life’s Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed.



You may be asking, “Do I need a trust?” Mr. Cordell is here to answer that question and more. He touches on areas such as, what exactly a trust is, how it ebbs and flows down your family tree, and the differences between revocable and irrevocable trusts. The most crucial part of a trust is that you get to reach beyond your life to do important things for people you care about that they may not be able to do for themselves.



If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.



Click: https://tuckerallen.com/



Call: 314-335-1100