Second Half of Life Podcast

An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide

May 10, 2024 Steinbacher, Goodall & Yurchak Season 5 Episode 5
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide
Second Half of Life Podcast
More Info
Second Half of Life Podcast
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide
May 10, 2024 Season 5 Episode 5
Steinbacher, Goodall & Yurchak

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting up a trust, then this episode is for you.

Among the questions she answers are:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?

A video of this episode can also be viewed on our YouTube channel

For more information, questions, to schedule an initial consultation,  email us at info@paeldercounsel.com 

Show Notes

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting up a trust, then this episode is for you.

Among the questions she answers are:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?

A video of this episode can also be viewed on our YouTube channel

For more information, questions, to schedule an initial consultation,  email us at info@paeldercounsel.com