If you receive a recommendation to get a trust, Find out why and if it’s the best option for you
October 9, 2021- I have been contacted on several occasions to prepare trust documents, i.e., a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. When I ask why, the reason is that the person wishes to avoid probate, i.e. court involvement for a deceased …