Episode 301: Who Needs a Trust? - More People Than You Think with Ashley Waddell-Tingstad

Описание: We’re revisiting one of our most-requested conversations — a practical, myth-busting look at estate planning with Melissa Joy, CFP®, and Ashley Waddell-Tingstad, founder of Treetown Law.


Trusts often sound complicated or “for someone else,” but Ashley breaks them down into simple, everyday tools that protect families, minimize stress, and provide clarity during life’s biggest transitions.


What You’ll Learn:



 • The essentials: Why powers of attorney and healthcare directives are the cornerstone of any estate plan.
• Trusts vs. probate: What probate really involves — and why many families prefer to avoid it.
• Beneficiary designations: How small updates can prevent major complications.
• Revocable living trusts: The privacy, flexibility, and ease they provide (no, you don’t need to be wealthy).
• State-specific guidance: Why your plan should be created with local laws in mind.
• Post-death protection: How trusts help shield assets from legal and financial vulnerabilities.


Whether you’re planning for the future or simply want to understand your options, this replay delivers clarity and confidence.


The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:... (https://pearlplan.com/)