We joined The Financial Call Podcast to talk all things estate planning—tune in to hear our tips.
Wills and Trusts
One of the biggest misconceptions about estate planning is that a trust and a will are the same things and that if you have one, you don't need the other. This is not true. In this episode, Zacc Call and Laura Hadley invite estate planning attorneys Courtney and Gregory Lyle onto the podcast to discuss some of the biggest misconceptions about trusts and wills and how you can use them to best organize your estate for your family. Greg and Courtney discuss: The main differences between a trust and a will, why you should have a will AND a trust, whether a revocable trust or an irrevocable trust is the best fit for your needs, the crucial elements you should include in your trust, and more. Listen Here
Estate Planning for the Simpsons with Greg Lyle
Join us today as Zacc Call talks with expert Greg Lyle, who is a University of Utah S.J. Quinney College of Law graduate and member of the Utah State Bar Estate Planning Section. Greg discusses his easy method for getting through the basics of estate planning. Most people need some estate planning work, so tune in to learn more about the four main documents he suggests having which are a trust, will, power of attorney, and advanced directive. Listen Here
Will or Trust - Which Should I Choose
Advance Health Care Directives
Skip Probate
Want to make sure your loved ones don't get stuck dealing with probate court after you're gone? In this video, we'll break down what probate is, why it can be a hassle, and the simple steps you can take now to help your family skip it altogether.
Guardians for Kids
Choosing a guardian is one of the most critical decisions in your estate plan. This 1-minute guide explains what to consider when naming a legal guardian for your children: shared values and parenting style, willingness and ability to take on responsibility, and the impact of location and stability on your child's daily life. Don't wait—if you don't name a guardian, a judge may decide for you.
-These podcasts and video are for informational purposes only and not legal advice. No attorney–client relationship is created.
