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.
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 29, 2021
- Roth IRAs Can Be a Great Planning Strategy: Basics - July 27, 2021
- Trust Distribution Standards May Be Very Broad - July 22, 2021