5 Times When WHEN Matters in Trust Planning

The phrase "timing is everything" also applies to estate planning with a revocable living trust. When certain things happen can greatly change what happens in an estate plan, and people don't always look at things the right way.

In this podcast, we explore how the passage of time, asset values, and beneficiary distributions can greatly impact how people look at their desired goals for when they are no longer here.

Check out the YouTube video version here.

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