Estate Planning Basics - Trusts

Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP back to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between Revocable vs. Irrevocable Trust as well as examples of when each Trust can be beneficial. 

For any question, please reach out to Monterey Wealth at http://montereywealth.com. For any legal advice or legal questions, contact Devin Phillips at https://www.wnpllp.com/ or email him at dphillips@wnpllp.com.