top of page

Advisors EP Support
Admin
More actions
Profile
Join date: Feb 3, 2025
Posts (12)
Jul 3, 2025 ∙ 7 min
FAQs on Beneficiaries, Charitable Gifts, and Your "Stuff"
What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?
0
0
May 29, 2025 ∙ 1 min
Are Irrevocable Trusts Preferred?
Why you should be over concerned with creating a irrevocable trust, even in a state that favors them.
0
0
May 29, 2025 ∙ 1 min
Why Joint Trusts Are Often the Default Choice
Why a marital or joint trust is the default for married couples. Why separate or individual trusts may not be necessary.
1
0
bottom of page