We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of each. The second is determining which form of ownership best accomplishes the goals of the client. Read on to learn more.
Attorney at Gershberg & Associates, LLC
Mr. Gershberg, an active member of his community, is well aware of the growing importance of estate planning, and dedicates himself to informing the public of the need for careful attention to their specific situations.
Latest posts by Richard Gershberg (see all)
- What Happens When You Don’t Trust Your Trustee – Part I - March 21, 2023
- What You Need to Know About SECURE Act 2.0 - March 14, 2023
- The Importance of Having an Estate Plan - January 18, 2023
