A Matter of Trust

Eight New Year’s Estate Planning Resolutions

Episode Summary

Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape.

Episode Notes

Listen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/

Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/

 

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

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Email us @ podcasts@creativeplanning.com