When it comes to estate planning, trusts, and wills, you have many options—which begs the question: Which estate planning options are suitable for you and your family? There’s no quick answer to that question because everyone’s situation is unique, but we want to share one tool you may want to consider: spousal lifetime access trusts,…
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Will Power
Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one gives you control over the distribution of…