33 min

Guided Path 5-2 Trusts and Wills The Financial Call

    • Self-Improvement

One of the biggest misconceptions about estate planning is that a trust and a will are the same things and that if you have one, you don’t need the other.
 
This is not true.
 
In this episode, Zacc Call and Laura Hadley invite estate planning attorneys Courtney and Gregory Lyle onto the podcast to discuss some of the biggest misconceptions about trusts and wills and how you can use them to best organize your estate for your family.
 
Greg and Courtney discuss:
 
The main differences between a trust and a will
Why you should have a will AND a trust 
Whether a revocable trust or an irrevocable trust is the best fit for your needs
The crucial elements you should include in your trust 
And more
 
Resources:
 
Guided Path 5-1: The Estate Plan Everyone Should Have 
 
Connect with Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
 
Connect with Gregory & Courtney Lyle:
 
Independence Law Firm
LinkedIn: Gregory Lyle



About Gregory and Courtney Lyle:
 
Courtney and Gregory Lyle are both estate planning attorneys located right next door to Capita Financial Network! Courtney and Greg met at Brigham Young University and then attended the University of Utah together for Law School. They then got married and have been working as estate planning attorneys ever since.
 
Courtney and Greg use their expertise with estate planning law alongside Capita to enrich individuals' financial planning experience. 

One of the biggest misconceptions about estate planning is that a trust and a will are the same things and that if you have one, you don’t need the other.
 
This is not true.
 
In this episode, Zacc Call and Laura Hadley invite estate planning attorneys Courtney and Gregory Lyle onto the podcast to discuss some of the biggest misconceptions about trusts and wills and how you can use them to best organize your estate for your family.
 
Greg and Courtney discuss:
 
The main differences between a trust and a will
Why you should have a will AND a trust 
Whether a revocable trust or an irrevocable trust is the best fit for your needs
The crucial elements you should include in your trust 
And more
 
Resources:
 
Guided Path 5-1: The Estate Plan Everyone Should Have 
 
Connect with Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
 
Connect with Gregory & Courtney Lyle:
 
Independence Law Firm
LinkedIn: Gregory Lyle



About Gregory and Courtney Lyle:
 
Courtney and Gregory Lyle are both estate planning attorneys located right next door to Capita Financial Network! Courtney and Greg met at Brigham Young University and then attended the University of Utah together for Law School. They then got married and have been working as estate planning attorneys ever since.
 
Courtney and Greg use their expertise with estate planning law alongside Capita to enrich individuals' financial planning experience. 

33 min