Estate Planning, Wills, Probate and Transfer of Assets
A will allows the testator (the person creating the will) to specify:
- Who receives property at the testator’s death
- Whether beneficiaries receive gifts outright or in trust
- Who will act as personal representative
- Who will be the guardian of minor children
In the absence of a will, these matters are settled by state law.
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Financial Planning Guide
Financial Planning comes in many forms – Budgeting, Saving, Investing and Understanding the Tax Implications of the various strategies. Learn more by clicking on the “Download Article” button.