Trust Maintenance

PODCAST--Using a revocable living trust in your estate plan to avoid probate can be one of the most effective ways to handle your own estate planning. Unfortunately, many people ignore the ongoing tasks and annual check-ins to make sure that their trust is still operating at peak performance. But what really needs to be done to keep your estate plan in top condition? In this podcast recorded in historic Colonial Williamsburg, estate planning attorney Jeffrey G. Marsocci runs through the three main “checklist” items he runs through in Annual Review Meetings with his own clients.

Check out the YouTube version here: https://youtu.be/vo1GfUulhI0

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