Why You Need a Trust to Protect Your Family – with Cody Barbo and Patrick Hicks

As a parent, I’ve always heard that it’s important to have your estate in order. You know … your trust and your will. But since I’ve never felt like I own an “estate”, I haven’t quite gotten everything in order per se.

I invited Cody Barbo and Patrick Hicks from Trust & Will to talk to us about the importance of a trust when it comes to protecting our family wealth and legacy. We also discuss the differences between a will and a trust.

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Why a Living Trust Isn’t For Me Right Now

Last month, I laid down a challenge for my Marriage, Kids and Money friends to get their last will and testament in place. Since my wife and I had gotten our wills set up last year, my end of the challenge was to investigate if my family needed a living trust.

Here is what I learned:

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