A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to property for another…
Tag: estate plan
Four Provisions People Forget to Include in Their Estate Plan
Even if you’ve created an estate plan, are you sure you included everything you need to?
Make Reviewing Your Estate Plan One of Your New Year's Resolutions
The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of…