Will vs Trust: Understand Estate Planning

Ever wondered about the difference between a will and a trust? We’ve got you covered! At Holistic Planning, we’re committed to demystifying complex financial concepts for you.


In our latest video, we dive into the key differences between wills and trusts, offering you clear, concise, and easy-to-understand explanations. We discuss their unique benefits, how they function in estate planning, and why choosing one over the other might suit your circumstances better.


Whether you’re just getting started with estate planning or reevaluating your current plan, this video is a must-watch! It’s time to plan wisely and secure your future.

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You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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