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.
- 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