One of the most compelling features of estate planning is the concept of testamentary freedom, the legal right to leave your assets to whomever you wish, in whatever manner and at whatever time you choose. This freedom is anchored in the certainty provided by legal instruments such as a Will and/or Trust. However, in a…
When it comes to preserving your legacy and safeguarding your family’s future, understanding the distinction between a Will and a Trust is essential. Both are foundational estate planning tools, but they serve different purposes and offer varying levels of control, privacy, and efficiency. In today’s edition of Trustees Thursday, we break down the key differences…
