Part of the focus of our podcast is to help you make wise financial decisions in and around your real estate. Returning to RERL this week is estate planning and tax attorney, Linda MacKay, to divulge the 7 biggest mistakes people can make with their estate plan. First off Joe will ask Linda to explain the differences between a will and a trust and why you may want to consider one over the other. Also in discussion:
- Incapacitation and other medical issues
- Do you still need a trust if you don’t own property?
- Trusts that are not properly funded
- Reasons you should review your trust
- Online legal documents
If you wish to contact Joe Cucchiara email him at [email protected], call (408) 838-9060 or simply visit www.RERadioLive.com. We also provide additional information to help you make smart decisions in and around your real estate venture.