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!

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