We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. 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.
- The Lessons from Lisa Marie - March 11, 2023
- Show Your Love by Creating an Estate Plan - March 7, 2023
- What Happens When You Don’t Trust Your Trustee – Part I - March 2, 2023