We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan. Read on to learn more.
Director of Operations at Morrison Law Group, PLC
As our Director of Operations, Kim plays a vital role in overseeing the day-to-day operations of the law office, including planning public and client events, fostering positive client interactions, and coordinating marketing efforts.Read More!
Latest posts by Kim Morrison (see all)
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- It’s a Great Time to Consider a Donor Advised Fund - December 3, 2024
