Ask Terry Questions Revocable Living Trust

Revocable Living Trust

By Terry Savage on June 09, 2025 | Financial Planning / Retirement

I am 58, married with grown children. I have a financial planner who has helped me with my retirement planning. I feel good about retiring at 65 with the funds I need. Should I look into some type of trust for my home and assets?

Terry Says

Absolutely! What if you get “hit by a car” tomorrow?
Who would be empowered to manage your estate? Do you want someone appointed by the state government to handle that task if you die without a will or revocable living trust?

Please watch this video and then choose an estate planning attorney to help you through this process:
https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4

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