Financial and Legal Papers on Desk

Developing an Estate Plan. Why You Should Act Now

Table of Contents

INTRODUCTION

WHY DO YOU NEED AN ESTATE PLAN?

BENEFITS OF HAVING A WILL

STRATEGIES TO AVOID PROBATE

THE ROLE OF REVOCABLE TRUSTS

ASSET MANAGEMENT AND TRUSTEESHIP

SELECTING YOUR PERSONAL REPRESENTATIVE AND TRUSTEE

CONCLUSION

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Developing an Estate Plan. Why You Should Act Now – Levelle Law LLC