Sunday, September 15, 2013

"Estate Planning" Versus "A Will" or "A Trust"

This short article[1], published September 4, 2013, may help you to understand the difference between what clients often think they need, "a will" or "a trust", and what they likely need instead: an estate plan. The process by which an estate plan is implemented is, of course, called estate planning.

[1] Andrea Murad,, September 4, 2013.