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Wills, Revocable Trusts and “Pass by Contract” Assets: What’s the difference?
June 30, 2020
Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help you gain a better understanding of how these estate transfer documents can work together. Continue Reading ➜