Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more.
- Trust Distribution Standards May Be Very Broad - July 29, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 22, 2021
- Roth IRAs Can Be a Great Planning Strategy: Advanced - July 15, 2021