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 Terri Owada (see all)
- Donor Advised Funds: Too Good to Be True? - September 1, 2021
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification - September 1, 2021
- Changing “Irrevocable” Trusts Through Decanting - September 1, 2021