Guided Path 5-2 Trusts and Wills

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:

• [email protected]

• [email protected]

• (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.