by Gary Greenwald | Jan 20, 2020 | Blog
What documents are included in a trust? This is a question many people have when establishing an estate plan. The following is a brief summary of the most common documents involved in trust-based planning. Living Trust A Living Trust is a legal document designed to...
by Gary Greenwald | Dec 23, 2019 | Blog
What is a Good Estate Plan? A good estate plan: (1) sets forth how your affairs will be managed if you become disabled (2) dictates who will manage your affairs in the event of your incapacity and/or disability (3) states to whom your assets will pass upon your death...
