This systematic approach to explaining estate planning will help you to understand what estate planning techniques to use based on the size of your estate and your objectives for your heirs.
Level One: The Basic Plan
The situation for level one planning is that you have no will or living trust in place, or your existing will or living trust is outdated or inadequate. The objectives for this type of planning are to:
To accomplish these objectives, you would use a pour-over will, a revocable
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