Part 2 discusses the potential advantages of using a Will, in comparison with the advantages of a Revocable Trust, and offers some tips for deciding which document is a better fit for your client.
Part 1 discusses the differences between the administration of an estate through probate of a Will, and the funding and administration of a Revocable Trust, and highlights some of the common advantages of a Revocable Trust.
Collaboration is essential to clients being properly served. Fusion and collaboration are the keys to sustainable, positive and meaningful Estate planning. Attorney, accountant and financial planner, Martin Shenkman leads this webinar.
Word of Mouth Marketing Series. In "Depth vs. Width", Tim Roberts discusses how strengthening existing relationships is just as important as visibility, in marketing your practice. Nurturing the right relationships in your network is akin…