Join Attorney-CPA Joe Cordell as he delves into the world of estate planning and explores the benefits of a revocable trust. In this episode, “The Elements of a Revocable Trust,” Mr. Cordell will discuss the importance of a trust as a receptacle for all your assets and how it can help you plan for your future.
Mr. Cordell will explain the various moving parts of a revocable trust, from selecting a settlor to choosing a trustee with the right characteristics and reporting requirements. He also discusses the role of a trust protector and the process of selecting a successor trustee. Throughout the episode, Mr. Cordell stresses the importance of a strong relationship with your estate planning lawyer and the benefits of a revocable trust in planning for life’s third act.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.