Should I Leave Assets Outright or In Trust?

When creating an estate plan, one of the most important decisions is how your children or other beneficiaries should inherit their assets. Should they receive everything outright, or would a trust provide better protection? In this episode of Wealth and Wisdom with Irina, estate planning attorney Irina Shea discusses some of the key factors that influence this decision, including: • The age and maturity of your beneficiaries • The size of the inheritance • The types of assets being inherited (retirement accounts vs. brokerage accounts) • Asset protection and divorce concerns • Financial responsibility and money management • Mental health, addiction, and other life circumstances Every family is different, and there is no one-size-fits-all answer. A well-designed estate plan should reflect your family's unique goals and circumstances. If you'd like guidance on creating an estate plan that's tailored to your family, we'd be happy to help. 📍 Schedule a complimentary consultation by visiting: https://www.irinashea.com/our-process To download our companion PDF handout, click here: https://cdn.b12.io/client_media/GZ0cj... Disclaimer: This video is for educational purposes only and does not constitute legal advice. Viewing this video does not create an attorney-client relationship. Please consult with a qualified attorney regarding your specific circumstances.