Description

A little conversation goes a long way towards the understanding that trust-based estate planning is as much about taking control of what happens during your lifetime as it is about realizing that unlike the ultra-wealthy, most of us haven't enough assets not to have a trust-based estate plan.

Every trust-based estate plan receives the following: (Note: I recommend one, primary initial agent/trustee plus two back-up persons, in the event the initial agent/trustee is unable to act for whatever reason.)