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Jeremy Kisner

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(480) 272-7116
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Q: Should I get a will or a revocable living trust?

A: Most people with significant assets use a revocable living trust, in addition to a will. The main advantage of the trust (over a will) is your heirs get to avoid the ugly probate process (a potentially expensive and time-consuming legal process), your affairs remain private (financial affairs can become public record during the probate process), and it is much more difficult to contest a trust than a will. The other advantage of the trust is it can remain intact and continue to hold and distribute assets for many years after your passing. Read: Lack Of Estate Plan Puts Prince’s Estate In Jeopardy.

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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2425 E. Camelback Rd, Suite 890B, Phoenix, AZ 85016

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(480) 272-7116

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