Comprehensive Retirement Planning Series
05 – Create a Legal Plan
Protect Assets – Wills vs Trusts
Create a Legal Plan
Protect Assets - Wills vs Trusts
share
What’s the difference between a Will and a Trust? When is each legal tool used? How do you choose the right option? This video answers some of the most common questions about Wills and Trusts, especially as they relate to asset protection.
In this academy
Comprehensive Retirement Planning Series
05 – Create a Legal Plan
Protect Assets – Wills vs Trusts
Introduction – Legal Plan
See More
Protect Assets – Wills vs Trusts
See More
Protect Assets – Introduction to Safe Harbor Trusts
See More
Protect Assets – Protecting Assets from Long-Term Care Costs
See More
Protect Assets – Protections for Surviving Spouses and Heirs
See More
Protect Assets – Protections from Estate Tax
See More
Protect Assets – Protections for Inheritances
See More
Protect Assets – Align Beneficiaries
See More
Minimize Burdens – Estate Planning
See More
Minimize Burdens – Fiduciaries
See More
Minimize Burdens – Manuals of Instruction
See More
Create a Legal Plan – Wrap Up
See More
Professional Legal Resources
See More
Previous Topic
Back to Lesson
Next Topic
Pause to Plan
Legal | Wills vs Trusts
I am interested in utilizing a Trust to protect my assets from the following threats: (select all that apply):
Uncovered Long-Term Care Costs
Subsequent Marriages
Estate Taxes
Inheritance risks
I would like to meet with an Elder Law Attorney to learn which trusts are best for me: (select one)
Yes
Not yet
Undecided
Notes regarding my plan to use Trusts to protect assets:
Submit
If you are human, leave this field blank.
Previous Topic
Back to Lesson
Next Topic
Login
Sign Up
Remember me
Forgot Password?
Sign in
I accept the
Terms of Service and Privacy Policy
Sign Up
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.
Email Reset Link
Comprehensive Retirement Planning Series
05 – Create a Legal Plan
Protect Assets – Wills vs Trusts
Comprehensive Retirement Planning Series
05 – Create a Legal Plan
Protect Assets – Wills vs Trusts
Share to Social
Tell your network about this class
Share to close friends
Copy