Trust 101 with Charitable Giving Presentation | Part 1 of 2

What happens when you don’t have an estate plan? The government steps in and trust me, their plan isn’t what you think! In this video, we emphasize the need for estate plans to avoid issues, explaining probate, wills, and revocable living trusts. We also highlight the complexities of inheritance laws, the benefits of trust funding, and the potential pitfalls of simple beneficiary designations. This is just PART 1!

Check out the YouTube video version here.