Will vs Trust - Which Should You Use? (explained)

  Рет қаралды 742

Mat Sorensen - Wealth Lawyer & Entrepreneur

Mat Sorensen - Wealth Lawyer & Entrepreneur

Күн бұрын

Will v Trust, a lot of people wonder what estate plan is best for them. Is a will good enough? Is a trust a must have? What is even the difference between the two? In today's video, I answer these questions and more. Don't leave your family confused with a mess, especially if you are 60 plus. Plan your estate now! Comment your thoughts down below.
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0:00 - Introduction
0:48 - Differences in Wills and Trusts
4:53 - Get it Done Sooner Rather Than Later
6:26 - Documents Involved
9:00 - Revocable Trust
9:36 - Put Your Assets In
12:36 - Changing the Plan
13:04 - Final thoughts
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Ask Mat:
matsorensen.com/ask-mat/
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Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
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Websites:
directedira.com/appointment
kkoslawyers.com
mainstreetbusiness.com
matsorensen.com
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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.

Пікірлер: 6
@MatSorensen
@MatSorensen 25 күн бұрын
Ask Mat: matsorensen.com/ask-mat/
@rodf1021
@rodf1021 25 күн бұрын
Thank you for the information Mat. Great level of detail and presented without a lot of fluff. THANK YOU!!
@MatSorensen
@MatSorensen 19 күн бұрын
Glad you enjoyed it!
@nickg2896
@nickg2896 25 күн бұрын
Great overview!! Should be a call to action for everyone listening
@MelissaQuinton
@MelissaQuinton 20 күн бұрын
Thank you Matt knowledge is very valuable
@MatSorensen
@MatSorensen 19 күн бұрын
Glad you think so!
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