Estate Planning Demystified
Estate Planning Demystified
Shawn J Roberts
Estate Planning Demystified - Do I need a Will or a Trust?
6 minutes Posted May 8, 2011 at 7:00 pm.
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Show notes

This is Episode 3 of Estate Planning Demystified.  In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:

1.  The things you will consider before making a decision

2.  Who are the people I want to transfer my estate to?

3.  What do I have in terms of assets?

4.  Who do I want to care for me when I can no longer care for myself

5.  Who will you choose to help make life-ending or

6.  life-sustaining discussions?

7. What are the ages and the capacity of the people I give my estate?

8. W ho do I want to take care of my minor children?

You can contact the show through my website www.shawnjroberts.com or email me directly at [email protected].