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.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- How Do You Balance Inheritances? - January 25, 2023
- How to Avoid a Challenge of Your Will - January 23, 2023
- Social Security and Retirement Planning - January 21, 2023
