Thursday Nov 21, 2024

"Do I need to update my trust when I get new assets?"

In this episode we talk about whether you need to update your trust when you buy or sell assets.

If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.

To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/

If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

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