Why You Need a Will and Maybe a Trust with Patrick Hicks
43m
·
Weird Finance
·
Stay in touch and sign up for Paco’s weekly email newsletter, The Nerdletter.
In this episode of Weird Finance, Paco speaks with Patrick Hicks of Trust and Will about the ins and outs of estate planning. Patrick explains why it’s crucial for everyone—not just the wealthy—to understand wills, trusts, and probate. He debunks the common misconception that trusts are strictly for the rich and shares invaluable insights into the evitable challenges, analysis, and decisions required for the proper preparation of an estate plan. Patrick also talks about his personal life journey, sharing anecdotes from his time as a volunteer firefighter and even his crazy decision to save quarters for a baseball game.
Patrick is Head of Legal at Trust & Will (@trustandwill), serving as General Counsel and overseeing all attorney-related operations, including regulatory efforts and legal affairs. As a seasoned estate planning attorney, Patrick brings over a decade of knowledge and real-life taxation law experience to our service offerings. He holds a B.A. in Economics from Davidson College, a J.D. from Washington University in St. Louis School of Law, and an LL.M in Taxation from the University of San Diego. Before joining Trust & Will, Patrick practiced law in the trusts and estates practice group of law firm Hahn Loeser & Parks LLP. While attending undergrad, Patrick served as a firefighter for the Davidson Fire Department. He lives in San Diego with his wife, dog, and three young children.
A special thanks to the talented and generous Ramsey Yount for producing, editing, and sound designing this episode.
Thank you to Michael “Frosti” Snow for lending your voice for our special PSA.
The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon.
If you’d like to contact us about the show or ask Paco a question about finances, call our hotline at 1-833-ASK-PACO, email us at weirdfinancepod (at) gmail.com or submit your questions here. We’d also love your listener feedback about the show; here’s a short survey.
See omnystudio.com/listener for privacy information.
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