Plan for Retirement

Living trust or will? Here’s why the answer is often “both”

The most important things you pass on to your loved ones are memories and values. For everything else, you’ll need an estate plan.

A plan helps transitions go faster, smoother and gives you more control. Often the question is: Should I use a living trust, or a will? Depending on your situation, each may offer an advantage, and they aren’t mutually exclusive. Ask:

These are just some of the things to ask – there are also tax implications, charitable giving, final wishes and more. Work with an estate planner or wealth manager to figure out what options make the most sense for you and keep your plan up to date.