Estate Planning 101 with Trust & Will

When you hear the word "Trust" – you may assume it’s only for the wealthy. The truth is; however, more people benefit from estate planning than you probably realize.

Estate planning is the preparation of a plan to carry out an individual's wishes as to the administration and disposition of his/her property before or after his/her death. No matter how big or how small an estate, every individual may have wishes as to how their estate is settled.

In the recording below, watch as James and our partner, Brian from Trust & Will, discuss the following:

• What an estate plan is, who should have one, and why
• The difference between a trust and a will
• Key documents you should have

Sentinel Group is excited to partner up with Trust & Will for this webinar. To learn more about Trust & Will, visit their website!