Tuesday Oct 17, 2023

Presenting the Property Protection Trust

This episode looks at the presentation of the Property Protection Trust in a will. It covers five specific tips including when to introduce the concept, how to align it to the client's estate planning goals, what can make the PPT be more real for the client, how to deal with the price and an very effective way of explaining the difference between joint tenants and tenants in common.

Comments (2)
Steve

1 years ago

Thank you so much for the invaluable guidance on how to effectively approach this challenge!

Copyright 2022 All rights reserved.

Podcast Powered By Podbean

Version: 20241125