We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of each. The second is determining which form of ownership best accomplishes the goals of the client. Read on to learn more.
- There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan - February 21, 2024
- Do You Want to Discuss Dynasty Trusts? - February 14, 2024
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan - February 7, 2024