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Brandon sits down with Brittany Cohen, Esq., Attorney at Law at Peaceful Warrior Law, APC in San Diego, California, for an important conversation about estate planning, trusts, probate, and protecting your family. Brittany’s boutique law practice focuses on estate planning, trust creation, elder law, Medi-Cal planning, asset protection, tax reduction planning, personal injury, and more. In this interview, Brandon and Brittany break down what a trust is, why it matters, and why it is not just for high net worth families. They discuss how having a trust can potentially save your family hundreds of thousands of dollars, help avoid probate, and reduce the risk of future family conflict and lawsuits. They also explain what assets typically go through probate, what assets may avoid probate, and why understanding the difference matters.This conversation also covers:- Why putting property into a trust is often better than gifting it- How inherited property should be handled- The role of beneficiaries in your estate plan- When the right time is to create a trust- How children factor into estate planning decisions- Why business owners need a contingency plan- Why so many families still do not have an estate plan in place- If you want to better understand what can happen when someone dies without a trust, and how to protect your assets, your loved ones, and your legacy, this interview is a must-watch. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
Brittany Cohen | Peaceful Warrior LawYoutube: https://www.youtube.com/@brittanycohen_attorneyTik Tok: @attorney_brittanycohenInstagram: https://www.instagram.com/peacefulwarriorlawyer_/Linked In: https://www.linkedin.com/in/brittany-cohen-49619a77/
No transcript available for this episode.
15 Minutes of Finance