We often recommend a trust as part of a comprehensive Estate Plan. This article by my friend and colleague Tereina Stidd, an estate planning expert, is the second in a two-part series.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.
- When and Why to Update Your Estate Plan - December 4, 2023
- Debunking Common Estate Planning Myths - December 2, 2023
- Why ‘I’m Too Young for Estate Planning’ is a Fallacy - November 30, 2023