Wills vs Trusts Webinar

Wills vs Trusts

Wills

Approximately 55% of American adults do not have a Will

  • 57% said they “just haven’t gotten around to making one”
  • 22% felt that making a will wasn’t urgent
  • 17% didn’t think they needed a will
  • 14% don’t have a will because they don’t want to think about death

What is a Trust?

  • A Trust is a contract or agreement between a Grantor and Trustee to hold assets (money, real property, objects, etc.) for the benefit of a beneficiary
  • Testamentary Trusts, which are inside your will and go into effect when you die
  • Living Trusts, which take effect during your lifetime
  • Many different types of Trusts depending on your needs and goals
  • Privacy

Download the Wills vs. Trusts 2020 Power Point Slides

Learn More about Harry Miller

Tags:
Font Resize