Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
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
