Episode 2

Navigating Trusts, Special Needs Planning, and Estate Considerations with Atty Robb Leach - 11/02/24

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November 11th, 2024

53 mins 4 secs

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wealth management wclo uncommon cents investing sheena hanson retirement planning retirement radio show portfolio management podcast personal finance money john berkley investment strategy investing financial planning financial advice finance economic insights cfp budgeting

About this Episode

More for Your Money is a weekly podcast from Uncommon Cents Investing, hosted by John Berkley and Sheena Hanson. Each episode offers clear, practical advice on investing, retirement planning, and smart money decisions to help you build financial confidence.

Special Needs Trusts, Wills vs. Trusts, and More: This episode covers crucial estate planning topics, including a detailed explanation of special needs trusts and a candid discussion on whether a trust is always the best option compared to wills and marital property agreements in Wisconsin.