Description

Estate planning is a delicate balancing act of finding the right solutions to the clients unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!

• Recognize when you should use a will and when a trust is a better option.
• Get the sample documents you need to draft airtight wills.
• Know when to use revocable vs. irrevocable trusts.
• Draft personalized trust forms and plan out distributions.