At week 4 of InvestX, we learned:

  • The real cost of not having a trust and a will? (Hint, it isn’t money!)
  • Why a trust is imperative for anyone who has ANY assets.
  • The best way to prepare for the first meeting with your estate planning attorney.
  • The horrors of probate and why you want to minimize it for your loved ones.
  • Gift and estate tax saving strategies.