NEW GUIDE: Considering A Trust [July 2025]
Estate planning can get complicated, especially when trusts come into play. Our latest flowchart, Considering A Trust, simplifies the decision-making process into a few essential questions.
This guide:
- Helps determine if a client’s goals can be met with simpler strategies like beneficiary designations
- Clarifies when to consider a revocable living trust for privacy or probate reasons
- Covers unique scenarios like special needs planning or blended families – and more!