Wills vs Trusts for Physicians: What Many Estate Plans Miss

In this episode of Doctor’s Eyes Only®, Lauren Oschman walks through estate planning for physicians from a practical, financial planning perspective.

This is meant to be an orientation to how estate planning works, how assets transfer, and what needs to happen for a plan to function the way you intend.

You can use the timestamps below to follow along:

00:00 A Common Issue with Estate Planning Lauren starts by sharing something she sees often when working with physicians. The documents are in place, but the trust is not funded and the accounts are not aligned, so the plan does not work the way it was intended.

01:00 What This Episode Covers This is a high-level overview of estate planning for physicians. Lauren explains that this is from a financial planning perspective and that legal details should come from an estate planning attorney.