If you have thought about your estate plan, chances are you have also done a lot of thinking about the pros and cons of trusts. You might have already decided that trusts will be part of your estate/wealth transfer plan. But where do you go from here? Organizing your thoughts and desires concerning your trusts and estates plan might be a daunting task, but broken down can become a much more manageable process.
The following seven steps will help you build a working outline for a thoughtful and successful trust document.
Why Should I Do This?
Maybe you’re thinking, “Why do I need to go through this process – isn’t that what my attorney is for?” Continue Reading →