BLOG
What Legal Documents Are in a Living Trust?
A complete Living Trust estate plan includes a Trusta Last Will and Testament, which is also referred to as a Pour-Over Willa Financial Power of Attorneya Health Care Power of Attorney
Top Issue Keeping You From Inheriting a Windfall
We have recently found an article on CNBC talking about the biggest issue with Estate Planning. When it comes to passing on wealth to heirs, family dynamics can be the biggest obstacle. Indeed, nearly 8 out of 10 financial advisers polled by Key Private Bank said that...
