Starting a family trust
Do I need an attorney or financial advisor to setup a Family trust to start generational wealth
Terry Says
Whoa — first you have to CREATE the wealth (by savings or investing or buildng a busines) and THEN you can worry about transferring wealth to future generations.
At some point you’ll need something better than a will. You will want to create a Revocable Living Trust–and yes you need an estate planinng attorney in your state to do that.
Find one at www.Search-Attorneys.com.
But before you do anything along those lines, I suggest you watch this video on my home page:
https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4
