How a Trust Can Protect an Aging Parent's Assets
January 8, 2025
This video explores how setting up a trust can provide peace of mind while protecting a parent's assets from scams, saving on taxes, and avoiding probate. We break down the key roles in a trust — grantor, trustee, and beneficiaries — and explain the different types of trusts, including revocable, irrevocable, special-needs, and testamentary trusts.