There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more.
Latest posts by Charlie Amen (see all)
- Roth IRAs Can Be a Great Planning Strategy: Advanced - August 5, 2021
- It’s Important to Have a Coordinated Estate Plan - August 3, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 29, 2021
