What’s an “Assignment and Nominee” agreement and what does it do? Prudent attorneys use such an agreement as a belt and suspenders approach to funding. We include this critical planning tool in each trust-based estate plan we create for our clients. See the following discussion of them by my friend and colleague Steve Hartnett, an estate planning expert.
- Things to Consider Before Deciding To Do Your Estate Plan on Your Own - October 26, 2021
- MYTH:Most People Have a Will and that’s All They Need - October 24, 2021
- The Error Free Estate Plan–Is It Possible? - October 22, 2021