Simplify Senior Transitions Podcast

Why Every Senior Needs a Living Trust | Estate Planning with Jeannette Marsala

Dale Corpus Season 1 Episode 5

Send us a text

⚖️ Think a will is enough? Think again! Without proper estate planning, families often face costly legal issues, probate delays, and unnecessary conflict—especially when a senior’s home is involved.

In Episode 6 of the Simplify Senior Transitions Podcast, I sit down with estate planning attorney Jeannette Marsala to break down why every senior needs a living trust, and how to avoid common mistakes that put your loved ones—and their assets—at risk.

📌 In this episode, we cover:
Wills vs. Living Trusts: What’s the Difference?
How a trust protects a senior’s home & avoids probate
Common estate planning mistakes (and how to avoid them)
How to choose the right trustee & avoid family conflicts
Tax and financial benefits of trusts
How estate planning ties into senior transitions and real estate
The power of networking: Jeannette’s work with the SeniorCare Business Support - South Bay group

Whether you’re planning for your own future or helping aging parents, this episode will empower you to protect what matters most.

📞 Need help selling a senior’s home for a smooth transition?
👉 Schedule a FREE consultation with me here: https://calendly.com/soldbydale/stsconsultation
🏡 Learn more about my services at: www.simplifyseniortransitions.com
📲 Have a quick question? DM me on Instagram: @soldbydale
🎧 Subscribe for more expert interviews & senior transition tips!
🔔 Don’t forget to LIKE & SHARE this episode with someone who needs it!

Support the show