This episode is all about the differences between a will and a trust and why everyone should have trust-based planning.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.


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Show Notes
  • Ken has known Greg for about three years – 1:59
  • How Ken met Greg – 2:33
  • An attorney you can trust – 3:04
  • Why Greg loves the T-Rex and Ken’s Bankosaurus® – 4:48
  • What is estate planning? – 5:59
  • The company’s mission – 6:27
  • Greg’s background – 6:56
  • Working across the country – 7:54
  • Making sure to have a long term relationship with a client – 8:30
  • Differences between a will and a trust – 9:46
  • Why every family should have a trust – 10:00
  • What is a will – 10:41
  • Reasons to do trust-based planning – 12:37
  • Why you need a trust for disabilities – 16:30
  • When am I unable to manage my finances? – 17:09
  • Planning for disability – 17:59
  • Creating a living trust because you love your family – 25:00
  • What will happen if you do not get this done – 35:02
  • Wasting money on a trust attorney? – 41:10
  • The best time to do a trust – 43:42
  • Get in touch with Greg – 49:47

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