How does someone with a $300 million net worth NOT have a Will?
Prince
Category Estate Planning
Estate Planning – Total document summary
Estate Planning
Important Tax Dates to Remember – Personal/Corp Extensions – Partnerships/Trusts
Important mid year tax dates
Do you need a Trust? Maybe, Maybe Not … Benefits of a Revocable Living Trust
Trust – It should have been a four letter word considering all of the confusion it causes. Living in Texas, there are not as many uses for the revocable trust, however, we continue to warm to the Trust and find…
More Important Title Techniques: Transfer or Payable on Death (The TOD & POD)
TOD and POD
Joint Tenant with Rights of Survivorship
JTWROS