Although your Last Will and Testament serves as the foundation for your overall estate plan, your plan will likely include numerous other estate planning documents, tools, and strategies. Exactly which documents, tools and strategies you choose to include in your estate plan will depend on your unique goals and objectives. Trusts, however, are a common addition to a comprehensive estate plan because of the flexibility trusts offer and the varied and numerous goals and objectives that can be satisfied with a trust.
Topics covered in this report include:
- Trust Basics
- Who Can Be the Trustee of Your Trust?
- What Does the Trustee Actually Do?
- Family Trustee vs. Professional Trustee – Pros and Cons
Click here to read the whole article or download the PDF.
I am an owner of Amen, Gantner & Capriano, Your Estate Matters, L.L.C. I have been able to bring my business and legal education and experience into a firm that has for many years provided comprehensive estate plans that meet clients’ needs and expectations.My passion has been creating and constantly pushing AGC’s mission of “Helping Families Secure their Legacies by Embracing them into the Law Firm Family through Long-term, Personal Advisory Relationships.”
Latest posts by Paul Gantner (see all)
- Show Your Love by Creating an Estate Plan - March 21, 2023
- What You Need to Know About SECURE Act 2.0 - March 14, 2023
- The Lessons from Lisa Marie - March 7, 2023
