Do I Need a Trust or Is the Lawyer Just After Money?

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In this episode, Nick tackles a listener question about estate planning: Is it necessary to set up a trust to impose conditions on how an inheritance is distributed? Is their lawyer just trying to upsell them with unnecessary services? Nick breaks down when a will is sufficient and when a trust becomes essential for controlling the inheritance process.

Here’s some of what we discuss in this episode:

📝 Inheritance Conditions: Why certain conditions need a trust

💵 How a trust can protect your wishes

👨‍👩‍👧‍👦 Tailoring plans to your unique family situation

🤔 What to expect during your first meeting with an Estate Planner

 

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