Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Dennis P.Lee (see all)
- The Joy in Joint Trusts - May 30, 2023
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- What Happens When You Don’t Trust Your Trustee – Part II - March 29, 2023