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The Four Must-Have Documents to Include in Your Estate Plan

The Four Must-Have Documents to include in your Estate PlanUnless you have limited assets and can get by with a simple will, you need an estate plan that includes several documents to ensure that your assets are distributed the way you desire, and your other wishes are fulfilled, all with minimal court intervention.

Should I Get a Revocable Trust?

Should I Get a Revocable Trust?For many estate plans, a revocable trust, rather than a simple will, is usually recommended if you own property or significant assets. A will may be satisfactory for smaller estates. But a properly drafted revocable trust can accomplish many estate goals.