Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired protections.
Estate Planning: Simple is not Always Better
Latest posts by Amy Nowaczyk (see all)
- Dem Control Could Impact Taxes on Inheritances - January 21, 2021
- What Are the Rules for Inherited IRAs? - January 10, 2021
- Are Living Trust Payouts Taxed? - December 4, 2020