If you've been researching estate planning, even casually, you’ve probably come across this idea: Everyone needs a trust.
But is that actually true?
In this video, we unpack one of the most common (and costly) myths in estate planning: that every family, in every situation, needs a trust.
The reality is more nuanced.
Trusts are powerful tools, but they’re not always the right ones. In some cases, using a trust can actually create more complexity and legal red tape than necessary. And with so much outdated or generic information floating around online, it’s easy to feel overwhelmed. or worse, to make decisions based on bad advice.
In this clear, jargon-free breakdown, we examine:
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What a will actually does (and why it’s often enough)
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The three most common types of trusts, and when they do or don’t make sense
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What probate really involves (spoiler: it’s not always a nightmare)
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What happens if you skip estate planning altogether
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How to avoid the traps of one-size-fits-all legal advice
Whether you're building a basic plan or considering something more complex, this video will help you understand what’s necessary, and what’s not.
