Legacy Planning

  • As explained in last month's Blog, a well drafted and properly executed Will is an essential part of a good estate plan.  Trusts also play a key role but these useful tools are often misunderstood.  It is common for people to assume that trusts are only for the mega-wealthy or that trusts are much too complex to manage.  However, adding a Trust to your plan is simple and can allow you to accomplish many goals, such as:

  • Let’s start with some planning basics – how to ensure your assets are transferred according to your wishes after death. A properly drafted and executed Will is a tool that should be a part of every adult’s estate and legacy plan, regardless of level of wealth.