))
Fund Your Trust: Protect Your Assets
Manage episode 460420049 series 3604000
内容由Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning提供。所有播客内容（包括剧集、图形和播客描述）均由 Idaho Estate Planning, Mark E. Wight, and Attorney - Idaho Estate Planning 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of the Senior Matters podcast, host Mark E. Wight sits down with Juana Espinosa-Alcaraz, our trust funding coordinator and legal assistant, to clarify the critical role of funding in estate planning. They discuss the importance of transferring assets into a trust to avoid probate and conservatorship issues, touching on bank accounts, investments, life insurance, and retirement accounts. Juana shares actionable steps for updating asset ownership, the significance of tracking all assets, and how an annual review can keep your estate plan current. Learn why a trust only governs assets included in it and how to ensure your estate plan truly protects your legacy.
227集单集
分享
