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.
- Remarriage: Treat Your New Spouse Like Royalty - February 7, 2024
- Neither Age Nor Health Determines Whether You Need an Estate Plan - January 23, 2024
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part Three - January 16, 2024