Episode Summary:
In this episode, host Kevin Rosenquist and estate planning expert Betsy Holten dive deep into the differences between wills and trusts. They explore the benefits of different types of trusts, their applications for special needs planning, and how to protect family assets. Betsy shares personal insights from her experience with special needs planning and provides valuable information about trust funding and estate protection.
Key Timestamps:
00:01 - Show Introduction
00:38 - Basic differences between wills and trusts
04:12 - How to determine if you need a trust
09:26 - Trusts for families with special needs dependents
13:56 - Explaining revocable vs. irrevocable trusts
16:36 - How to get started with trust planning
About the Show:
"When Family Matters Become Legal Matters" helps listeners navigate the legal steps needed to protect their family, future, and legacy. The show features practical advice and trusted strategies from legal experts to simplify complex legal issues.
Popular Podcasts
United States of Kennedy
United States of Kennedy is a podcast about our cultural fascination with the Kennedy dynasty. Every week, hosts Lyra Smith and George Civeris go into one aspect of the Kennedy story.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com