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The Advantages Of A Trust

The Advantages Of A Trust

In another post, I talked about why a Will is not the best tool to address your concerns for quickly transferring your assets, keeping your estate private, or properly leaving money to minors. A Trust, however, does address these concerns. Here’s how: 1. Asset Management If you have heirs who are minors, leaving their share […]

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The Problem With Wills

The Problem With Wills

You probably have the same primary concerns I commonly hear expressed by those thinking about their estate plans. 1. Financial Burdens – you want to make sure your assets transfer to your family without unnecessary expense 2. Privacy – You want to make sure your assets transfer to your family without the entire process being made public […]

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