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.
- Gen X – This One’s for You (Really Every Generation Should Read This) - August 1, 2023
- The Joy in Joint Trusts - May 31, 2023
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II - May 17, 2023