This is Episode 3 of Estate Planning Demystified. In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:

  1. The things you will consider before making a decision

  2. Who are the people I want to transfer my estate to?

  3. What do I have in terms of assets?

  4. Who do I want to care for me when I can no longer care for myself

  5. Who will you choose to help make life-ending or

  6. life-sustaining discussions?

  7. What are the ages and the capacity of the people I give my estate?

  8. W ho do I want to take care of my minor children?

You can contact the show through my website www.shawnjroberts.com or email me directly at sjr@shawnjroberts.com.