Estate Planning is often misunderstood. Some people think it only involves preparing a simple Will. Some think it only involves preparing a Will or a trust. How hard could that be? But it entails so much more than that. It involves coordinating all the various aspects of a person’s assets so they achieve the goals of the person. Typically, this involves a Will and / or a trust. But it also involves coordinating beneficiary designations on life insurance, IRAs, retirement plans, etc.
Latest posts by Ronald "Chip" Morrison (see all)
- Business Succession Planning with Attorney Chip Morrison - January 21, 2020
- Advanced Planning & Asset Protection Lunch & Learn - January 17, 2020
- Important Documents Locator - January 14, 2020