Walkner Condon Financial Advisors

Estate Planning Made Simple: Will, Trust, or Beneficiary Designation?

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Sinopsis

n this episode of Gimme Some Truth, financial advisor, Alicia Vande Ven, CFP® and estate planning attorney, Notesong Srisopark-Thompson, break down the key differences between wills, trusts, and beneficiary designations. Learn why probate is best avoided, when to transition from a will to a trust, and the importance of funding your trust properly. We also explore how financial planners and estate attorneys collaborate to protect your legacy.Whether you’re just starting or revisiting your estate plan, this episode offers valuable tips to secure your family's future. Don't miss it!Featured Guest:Notesong Srisopark-Thompson Senior Associate at Laffey, Sebranek, Auby & Ristau, S.C. https://www.lsar.law/notesong-thompson Topics Covered:Wills vs. Trusts: What’s the difference?Why beneficiary designations override your will.Probate court explained and how to avoid it.When to upgrade your estate plan with a trust.Cost considerations for estate planning.Introduction: Alicia and Notesong introduce the conti