CFP-EST: Mastering Wills and Trusts: Core Strategies for Wealth Transfer and Probate Avoidance | Vor

Welcome to VoraPrep Audio. Today we're covering a topic that's critical for the exam and for real-world planning: wills and trusts. Let's start with a common and costly mistake. It involves the difference between what a will says and how an asset is actually owned. Imagine someone drafts a perfect will, leaving all their assets to their children. But their largest asset, a brokerage account, is ti Study hands-free — listen to the full lesson and thousands of practice questions with an AI tutor at https://voraprep.com/audio/cfp-cfp-es... VoraPrep is a full exam-prep app — lessons, practice questions, and an AI tutor. Get started at https://voraprep.com #CFP #ExamPrep #VoraPrep