One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish? Let's begin with a brief discussion of what trusts are and how they work. Then we'll explore their benefits, which should give you a better idea of whether a trust is right for you and your family.
Do You Need A Trust?
Blog Posts, Estate Planning
Estate Planning Revocable Living Trust Trusts
Excerpt
One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish? Let's begin with a brief discussion of what trusts are and how they work. Then we'll explore their benefits, which should give you a better idea of whether a trust is right for you and your family.
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