You may assume that trusts are only of value to people who are extremely wealthy. While it is true that wealthy people do use certain types of trusts, there is a trust “for the rest of us” called a revocable living trust.
Topics covered in this whitepaper include:
- Efficient Control of Assets
- Probate Avoidance
- Incapacity Planning
- Updating Your Life Insurance - September 29, 2022
- What’s Estate Planning Got to do with Interest Rates – Part II - September 27, 2022
- What’s Estate Planning Got to do with Interest Rates – Part I - September 22, 2022