The Lifetime Income Series: Getting All “Trust” Up - Don’t Wait Until It’s Too Late, and Left to Fate (or Probate)

Special Guest - Jeff Isaac: The Lawyer in Blue Jeans

This week on the Lifetime Income Series, Jim and Cathlyn Harris discuss the many reasons why setting up a trust is a critical element in estate planning, and offer a number of scenarios of what could go wrong in the absense of a trust. Jim also welcomes attorney Jeff Isaac, an expert on estate planning and trusts. Jeff is a well-known radio personality in Southern California, and is known on the radio as “The Lawyer in Blue Jeans”.

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