We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building blocks of an Estate Plan. While a necessary and important part of Estate Planning, thinking of the documents as the starting point for an Estate Plan skips several important steps. This article is the first in a two-part series. The first part examines the various ways to hold title to assets and the second part examines the effect that title may have on an Estate Plan. Read on to learn more.
Courtesy of The Edwards Law Firm, P.A. at The Edwards Law Firm, P.A.
For over three decades, Tom has assisted individuals, businesses and organizations with their legal management and legal services needs.With a burgeoning practice primarily devoted to estate planning, asset protection and trust and probate administration, The Edwards Law Firm, with Tom at its helm, has evolved in the last decade to include such vital elder law issues as Medicaid planning, VA planning, guardianship and more.
Latest posts by The Edwards Law Firm, P.A. (see all)
- Trusts vs. Wills: Details to Compare - June 29, 2022
- How Do I Title Thee…Part 1 - June 27, 2022
- Beneficiary Designations and the SECURE Act: Prior Designations - March 1, 2021
