To Trust or Not to Trust
The reason most folks set up a trust in their estate plan is simply because they want to keep control of their lifetime investments after they are gone. We are often asked whether or not a trust makes sense for someone. It can, but it’s not for everyone.
Today, we will discuss the benefits of a trust – who should create one, and how to protect it when you’re gone.
Believe it or not, it’s not a foolproof plan as written about in Kiplinger.