Estate Planning Questions, Answered | Beneficiaries & Irrevocable Trusts – EP. 204 – LTA

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This week on Life’s Third Act, Joe Cordell kicks off a new series answering the most commonly searched estate planning questions on YouTube, joined by Cordell & Cordell estate planning attorney John Sauter. In part one, they start with a big one: the difference between a will and a trust. John breaks a trust down in plain English as “a box with instructions on the lid,” explains the roles of settlor, trustee, and beneficiary, and why choosing the right successor trustee matters. They also cover how trusts can help avoid probate delays, build in flexibility for the unknown, and provide long-term protections for your family, including creditor and divorce-related risks. Plus, they touch on revocable vs irrevocable trusts and how multi-generation planning can work in the real world.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!