There are all sorts of formalities to an estate plan. Does that mean you can’t change anything by yourself? Read on to learn how your estate plan, if done properly, can give you the flexibility to make changes by yourself as to certain assets.
Latest posts by Charlie Amen (see all)
- Advantages of Using a “Grantor Trust” in Planning - October 14, 2021
- Tax Reporting with Trusts - September 30, 2021
- Roth IRAs Can Be a Great Planning Strategy: Advanced - August 5, 2021
