Answer: “It depends.” Whether or not to utilize a trust as part of an Estate Plan, depends on a particular client’s goals and concerns, on that client’s assets and net worth, estate taxes, and other concerns that a particular client may have such as a desire for privacy or the existence of a special needs beneficiary.
Do I need a trust?
RELATED POSTS
Using LLCs in Real Estate
August 5, 2021
No Comments
Investing in real estate can be a daunting process. That is why many people turn to establishing limited liability companies, or LLCs, to account for …
What if a Seller decides they no longer want to sell their property?
March 30, 2021
No Comments
Once an offer is properly accepted on a piece of real property and a deposit paid, that offer is a binding contract. The same is …
Navigating the complexities of FINRA
March 22, 2021
No Comments
Financial management is one of the most important aspects of life. Investing your money can be tricky and confusing and choosing the right attorney to …