These three legal documents have similar names but they are quite different in terms of the estate planning goals they help you accomplish. A will directs how a person’s estate is to be administered and how his or her assets will be distributed after death. The person...
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...
