What’s the best option for you when looking to transfer your estate to your heirs?
As you look to protect your assets and pass them to subsequent generations, estate planning tools are essential. And while living trusts and wills both help accomplish the task, there are important distinctions that you should understand before choosing one over the other (or if choosing both).
When deciding which instrument(s) to choose, you should seek the counsel of a financial professional who specializes in tax, investment, and legal advice.