Episode 6 – It’s Never Too Soon to Start Estate Planning
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Did you know that everyone has an estate plan, even if they don’t have a will or a living trust?
But when people pass away without a prepared will or a trust, their heirs are chosen by the laws of whichever state they lived in.
Maintain control of what happens to your assets by working on your estate plan. Royal Standley is here to simplify the process and guide you through it.
In this episode, you will learn:
- How soon people should get a will or a living trust
- What a probate is and what that process involves
- The pros and cons of wills versus living trusts
- What happens if you forget to put an asset into the name of the living trust
- Why Royal recommends having a pre-death inheritance event
- And more!
Tune in now to learn how you can use estate planning to protect your loved ones and your assets!
Resources: Oregon Pacific Financial Advisors | 541-772-1116
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.