Monthly Archives: September 2023

Should I Have a Will or a Trust in My Estate Plan?

Yes. You Should. You should have one of them. Foundational estate planning, meaning the very minimum estate planning everyone should have (before ever thinking about irrevocable trusts, charitable trusts, life insurance trusts etc.,) comes in only two flavors. Will-based planning or Trust-based planning. Pick one. Figuring out which one is the right one for you, […]

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