Estate Planning and Trusts: An Interview with Attorney Ben Grosz

“If you don’t take the time to [make] an estate plan, the government has done so for you.”
–Ben Grosz

We hear about trusts and estates and think that they’re for the ultra-wealthy. I had the opportunity to interview trust and estate attorney Ben Grosz of Ivins, Phillips, & Barker to dig into the truth behind this misunderstood issue.

Here are some of the highlights of the video.

  • 1:04 – What is estate planning and why is it important?
  • 4:19 – Should we avoid probate? If so, how?
  • 7:30 – Beneficiaries in estate planning
  • 11:05 – What’s the difference between a trust and an estate?
  • 13:01 – How does the 2013 tax law affect your estate planning?
  • 16:22 – How do you use a trust to keep the kids from blowing their inheritance in Vegas?
  • 20:30 – Preventing “trust fund babies” – how to keep your trust from creating the next Snooki
  • 23:43 – At what level of wealth should we consider trusts? (You’ll be surprised at the answer)
  • 29:20 – Getting life insurance out of your taxable estate

Also, you have to watch the entire interview to discover the difference between JFK’s will and the will of Adam Yauch of the Beastie Boys.

And, as Ed McMahon would say, heeeere’s Ben!


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Estate Planning and Trusts: An Interview With Ben Grosz

What did you think of the interview? What other interviews would you like to see? Tell us about it in the comments below!

About Jason Hull

Jason Hull is a Fort Worth financial advisor. Before becoming a Fort Worth financial planner, Jason co-founded, built, and sold a software development company. He is a CFP candidate, has a MBA from the University of Virginia, and a BS from the United States Military Academy at West Point. He is the owner of Fort Worth financial advisor Hull Financial Planning.

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