Today, we answer a question from a listener about trusts.  Sarah asks: “My kids tell me I need to get a trust.  I own my home, have an IRA and a couple of bank accounts.  A trust seems complicated.  Do I really need a trust?” 

In this episode we will cover:

• Our Listeners question
• General guidelines for considering a trust.
• Does a trust make sense for our listener?
• What is the potential cost for a trust?
• If you are considering a trust, what questions should you ask an attorney.
• What other things can you do to avoid the probate process?

To learn more, please visit: https://cfswv.com/cfsblog/wealth-wednesday-do-i-need-a-trust