The Long Game Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle
Apr 7, 2023
Jenny Rozelle, estate planning attorney, discusses the most common types of trusts and why they are used. The podcast covers misconceptions about estate planning, the role of revocable living trusts, the importance of trust funding, and the significance of special needs trusts and supporting the special needs community.
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Jenny Rozelle's Career Journey
- Jenny Rozelle, owner of Indiana Estate & Elder Law, discusses her career path.
- Starting as a receptionist, she worked through law school and now co-owns the practice with her husband.
Estate Planning Is About Life
- Estate planning isn't just about money; it's about life.
- It addresses healthcare decisions, asset distribution, and guardianship, especially for minors.
Align Assets and Estate Plan
- Ensure your assets support your estate plan, particularly trust distributions.
- Beneficiary designations should align with your will or trust to avoid conflicts.