Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. As discussed in this post by my friend and colleague Steve Hartnett, an estate planning expert, if you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Timothy P. Murphy (see all)
- Use Trust Protectors for Added Protection and Flexibility - October 13, 2019
- How Will You Obtain the Care You Need? - October 11, 2019
- Income Tax Basis in Estate Planning - October 9, 2019