Benefits of A Trust Versus a Will – Estate Planning

Kent Forsey, CFP® Estate Planning, Living Trust

August 2018 A properly drafted will or trust is essential for anyone that has assets to leave to heirs. Either a will or a trust allows you to designate anyone you wish as beneficiaries. Both a will and a “revocable living trust” allow you to identify who the heirs to your assets will be. The main difference between the two …