Second Half of Life Podcast

Trusts and Wills

January 19, 2022 Steinbacher, Goodall & Yurchak Season 3 Episode 2
Second Half of Life Podcast
Trusts and Wills
Show Notes

In this episode, an excerpt from a virtual happy hour event in November 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske talk all about trusts and wills, and provide some basic information about both. This includes what each are, what generally gets put into a trust and how it is funded, how certain assets get moved into a trust, assets that usually aren't able to be moved into a trust, who controls a trust, how a will works and things to keep in mind when drafting your own. They also discuss differences between a will and a trust, estate tax issues, and also touch a few estate administration pointers.