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The Wealth Planning Podcast with Brister Law
blfwealthpodcast
73 episodes
3 days ago
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Will vs Revocable Trust The 8 Differences That Protect Your Family and Your Time
The Wealth Planning Podcast with Brister Law
8 minutes
2 weeks ago
Will vs Revocable Trust The 8 Differences That Protect Your Family and Your Time
Most people think a will protects their family — but in reality, a will forces your loved ones into probate, delays access to funds, and makes your estate public.   A properly funded revocable living trust does the opposite.   In this episode of The Wealth Planning Podcast, estate & tax attorney Anthony Brister breaks down the real differences between a will and a trust, and the exact structure that keeps your family out of court, out of conflict, and in control.   Timestamps 0:00 – Why most families misunderstand wills 0:21 – Meet Anthony Brister, Estate & Tax Attorney 0:53 – Probate vs. No Probate 1:48 – The 3 ways an estate can transfer 2:44 – Will vs. Trust: Authority & control 2:50 – The timeline & cost of probate 3:19 – Trusts vs. wills during incapacity 3:46 – Distribution options in a trust 4:32 – Real-world protections for heirs 5:15 – Privacy: Wills vs. trusts 5:41 – Why you still need a pour-over will 6:07 – Must-have estate planning documents 7:07 – Funding checklist & real-world example 7:53 – Free guide + next steps   Ready to protect your family and avoid probate? 📥 Download your free Estate Planning Guide & Funding Checklist at BristerTaxLaw.com, then schedule your fit call to get a personalized plan.   Book a 15-Minute Discovery Call with Our Team: https://calendly.com/admin-jhf8/15min   Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.   Visit Our Website for More Information: https://www.bristertaxlaw.com/   Get to Know Our Team: https://www.bristertaxlaw.com/our-team   Follow Us for Legal Tips and Updates: LinkedIn: https://www.linkedin.com/company/the-brister-law-firm-pllc/ Instagram: https://www.instagram.com/bristerlawfirm/Facebook: https://www.facebook.com/profile.php?id=100090662891712   #EstatePlanning #WillsAndTrusts #RevocableLivingTrust #AvoidProbate #FamilyProtection #TaxAttorney #WealthPlanning #TrustVsWill #LegacyPlanning #PrivateEstatePlan #ProtectYourHeirs #FinancialPlanning  
The Wealth Planning Podcast with Brister Law