Is Your Trust Really Protecting You?

Are you sure your trust is actually protecting your family and assets? In this eye-opening episode of The Wealth Planning Podcast, Anthony Bister of Bristol Law reveals the shocking truth: many trusts, even those created by attorneys, are dangerously useless due to common mistakes. Learn how to avoid costly errors like failing to fund your trust, neglecting beneficiary designations, and more. Discover how to ensure your trust is a living, breathing strategy that provides real peace of mind. Anthony also discusses the Legacy Audit process offered at Bristol Law, to help make sure your future is secure.

 

Timestamps:

0:00 - Intro: Why most trusts are set up WRONG, and why it matters to you!

0:17 - What This Podcast is all about with Anthony Bister, Tax Attorney at Bristol Law

0:57 - The harsh truth about many trusts: Beautiful but useless!

1:21 - Client Story: Discovering an unfunded trust the hard way.

2:16 - Funding your trust: The key to unlocking its power.

2:48 - Devastating Story: How an unfunded trust led to probate court disaster.

3:16 - The critical truth: Estate planning is NOT a one-time event.

3:41 - Mistake #1: Failure to Fund the Trust - The biggest danger!

4:01 - Mistake #2: No Successor Trustee: What happens when the unexpected happens?

4:26 - Mistake #4: Using a trust as a status symbol

5:01 - Feeling overwhelmed or confused? You are not alone.

6:50 - Learn about how to get this done right

 

Protect your family and ensure your trust works as intended! Visit brristaxlaw.com to schedule your Legacy Planning Audit today! Don't leave your future to chance.

 

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