Wednesday, December 17, 2025
Benetas Briefing: Estate Planning and Trusts: What Actually Makes a Plan Work
Estate planning often looks complete on paper—but too often fails in practice.In this episode, Matt and Jodi focus on what actually makes an estate plan work: understanding trusts, funding them properly, and coordinating legal documents with real-world accounts.Trusts, Explained SimplyJodi describes a trust as a basket that holds your assets, along with written instructions for how those assets should be managed and distributed.The discussion centers on two common trust types:· Revocable trusts offer
