Jul 25 2024 60 mins
We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate and trust settlements, the importance of proper estate planning, and the process of transferring assets. We’ll also learn more about Josh’s unique approach to estate settlements through his company, Anodos Advisors.
About Josh:
Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. Josh has testified as an expert witness in the California Courts and is the Managing Partner of Anodos.
View The Estate Settlement Risk Assessment HERE
The EstateValue Service
https://drive.google.com/file/d/1XJNRxiMeT7lnGToGuwF6MskLx1dQtk_a/view?usp=sharing
Schedule a Call with Josh: https://calendly.com/josh-trustee-help
Watch the Estate Vault Video https://www.youtube.com/watch?v=RX3ycvr1O0I
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
Call Thomas: (973) 394-0623