The Practical Planner Ep. 3: Trusts vs. Wills

1 min read
·October 26, 2023
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What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy.

In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in practice — providing advisors with an actionable basis for estate planning conversations with their clients.

Watch below or stream wherever you get your podcasts.


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