How Do I Start the Estate Planning Process?

While most people know that it’s important to have an estate plan, many don’t know where to start the planning process.

To help you better understand estate planning and what it entails, Eric Tashlein joins Eugene Torrenti for today’s episode. As a practitioner of estate and trust administration, business law, and eldercare planning, Eugene shares his insight on estate plans, trusts, and wills and reveals the benefits each can play when passing on your wealth to your kids and the generations to come. 

In this episode, you will learn:

  • The benefits of creating trusts
  • The difference between trusts and wills
  • Why you should have a will
  • How Eugene helps business owners sell their business 
  • And more!

Tune in today for your crash course in estate planning with Eugene Torrenti!

Related: Tips for Teaching Your Kids About Money