An estate plan should be as unique and individual as the person creating the plan. There are, however, some common features in estate plans. A Last Will and Testament, for example, is the foundation of any estate plan. Beyond that, many people choose to include one or more trusts in their estate plan.
Topics covered in this report include:
- What Is a Trust?
- Choosing a Trustee
- Trust Terms
- Revocable or Irrevocable?
- Testamentary or Living?
- Special Purpose Trusts
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