6 Essential Documents to Include in Your Estate Plan Preparing for the future is essential to protect yourself, your family, and your assets. However, as of 2022, only just over 30% of Americans actually have an estate plan in place. If you don’t have a lot of property or other assets, you may not think…
Explore the Pros and Cons of Creating a Trust in an Estate Plan Wills and trusts are the primary estate planning documents that are used to transfer property after someone passes away. A will must undergo the probate process before any property is given to the designated beneficiaries. A trust, on the other hand, transfers…