Actually, Trusts Yes, they use trusts for estate planning purposes. Confused about trusts? What is a trust? How will a trust benefit me? What different kinds are there? Time for answers. Many of us may perceive trusts as a complex subject better left to wealthy people. However, a trust is simply a contract initiated by a grantor...
Category: Estate Planning
Estate Planning is Essential — and A Team Effort!
Estate planning often involves a team consisting of an attorney, a financial professional, an insurance professional, and yourself. However, whether you are establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan. Most estate planning efforts begin with...