JW Financial - The 5 Biggest and Most Common Mistakes in Setting Up Your Trust 08-22-26
Podcasts > What's in Jerry's Head? - JW Financial Consulting
Saturday, August 22, 2026
Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process. So they look for solutions online or ask a friend and duplicate what they did and get a trust and then they don't take the next steps to make sure that their trust is functioning properly. Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.
Come listen in on this episode to make sure that you have these steps covered. We are also happy to meet with you virtually or in person, to ensure that your trust is updated. If you don't have one, we are also happy to help you get that setup as well.
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 Office
[email protected]
http://www.JWFinancialconsulting.com/
