We often recommend a trust as part of a comprehensive estate plan; I personally like to tell people that “a trust isn’t right for everyone, but it’s a solid option for most people.” The article I’ve linked below 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 at the AAEPA’s website to learn more. If you’d rather stay here, please feel free to take a look at our articles on common scams which target seniors or planning for your pets.
Estate Planning Attorney at Slaton Schauer Law Firm, PLLC
Regina Slaton Schauer, has been practicing law for 25 years and is licensed to practice in Texas and Oklahoma. In addition to doing estate planning, her background includes being a Judge for eight years, working in a district attorney’s office and running two international programs where children were brought from orphanages and placed into loving American homes.
Latest posts by Regina Slaton Schauer (see all)
- Avoid This Common Mistake That Can Erase Lifetime Legacies - May 3, 2023
- Charitable Planning in Times of Crisis - May 2, 2023
- When Might I Pay Capital Gains Taxes? - April 26, 2023
How Do I Title Thee…Part 1