Trust Issues: Alter Ego — Why Plan Now?

Could an Alter Ego Trust help you protect your wealth, avoid probate and plan for the future—while keeping control during your lifetime? In Episode 2 of Trust Issues, Shelly Appleton-Banco and estate lawyer Steve Parr unpack Alter Ego and Joint Partner Trusts, including tax deferral, incapacity, blended families, and protecting your legacy. Most importantly, they ask the question that should come before any trust: What do you actually want your wealth to accomplish?