Why Your Bank SUCKS at Estate Planning

Banks are very good at what they do, but they are horrible when it comes to estate planning?

Why? In short, it’s because banks are not designed to specifically handle estate planning.

In this week's podcast episode, Jeff walks through five big reasons why banks are not the right place to go to plan your estate as well as some alternatives.

For the full YouTube video on this topic, please click here to watch.

Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

#estateplanning #trust #podcast