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.
- That Giving Feeling - February 20, 2023
- Do I Trust You? Part III - February 16, 2023
- Do I Trust You? Part II - February 15, 2023