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Why Every Family Needs a Will and Trust

Protect your legacy. Protect your loved ones. In this Wealth Wednesday episode, we break down Estate Planning, Wills, and Living Trusts in a way every immigrant family can finally understand — without the legal jargon, confusion, or fear. Whether you're a U.S. Citizen, H1B, Green Card holder, or a foreign national, your visa status does NOT protect you from probate, taxes, or the government deciding what happens to your family. What You’ll Learn in This Video • What Estate Planning actually means • Why “Don’t worry, my cousin Raj will handle it” is NOT a plan • Will vs Living Trust — which one protects your family better • How probate works (and why you want to avoid it at all costs) • The shocking $60K estate tax exemption for H1B & non-citizens • Revocable vs Irrevocable Trusts • POA & Healthcare Directives • Common mistakes immigrant families make • How to protect your kids, assets, and privacy • Why This Matters • No estate plan = Judge runs your family WhatsApp. Court decides everything. Your kids wait. Your money leaks. Your family suffers. • A Trust gives you: ✔️ Privacy ✔️ Control ✔️ Protection ✔️ Peace of mind Join Bhawna & Adarsh K. Thareja for Opulent Path Wealth Wednesdays—practical, culturally aware financial education for families, professionals, and entrepreneurs. From savings to generational wealth, each episode helps you build clarity, confidence, and long-term financial strength. Presented by Opulent Path Financials, Inc.📩 Connect with us: https://forms.gle/ABwgjtmGSqne7Ay3A 📩 Connect with us: https://forms.gle/ABwgjtmGSqne7Ay3A 📅 Schedule a conversation: https://cal.com/adarshkthareja