Preview Mode Links will not work in preview mode

The Gold Collar Investor

Jan 13, 2020

Pancham interviews Kevin Day, Asset Protection Attorney, Day & Associates Incorporated.  Kevin goes over the minutiae of wills and trusts as he highlights why sound succession planning is critical.

If you are like me, you might not have given estate planning any thought at all. After all, you do expect to live till you are old and wrinkled. Right? But, what if you get hit by the proverbial bus? 

In today’s show Kevin reveals how succession planning can save your family from financial duress. Topics discussed in today show include probate, revocable and irrevocable trusts, pour-over will, and much, much more.

Tune in for some excellent insights!

3 Key Points:

  1. Understanding the basics of succession planning
  2. How are your financial affairs handled if you don’t leave behind a will?
  3. Wills vs. Trusts – Analyzing the Pros & Cons


Get in Touch: