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    Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts

    Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts

    FromThompson & Associates

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    Estate Planning Flags #5: Estate Planning Seminars and Unfunded Revocable Trusts

    FromThompson & Associates

    ratings:
    Length:
    15 minutes
    Released:
    Jul 19, 2018
    Format:
    Podcast episode

    Description

    In this episode, Cayce Powell, MBA, J.D., FCEP and Jason Meredith, J.D., FCEP discuss:-What happens at a typical estate planning seminar?-What are some issues with an unfunded revocable trust?-Do supporters with an unfunded revocable trust have an estate plan that reflects their values and objectives?
    Released:
    Jul 19, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.