Ten Simple Steps to Create your Own Will or Trust

2021-08-17T21:38:27-04:00August 17th, 2021|Categories: Aging, Financial Decisions|Tags: , , |

Let’s be honest, most of us will procrastinate whenever possible especially if it’s an unpleasant task.  And planning or updating a will or trust is certainly not at the top of most people’s list of entertaining things to do.  Yet, it is one of the most important ways that you can protect your family.  Putting together the right plan can save on taxes, family feuds, hurt feelings, legal costs etc.  Depending on the size of your estate, you may need to hire a lawyer.  However, you can also write your own will or trust with these ten tips from FirstLantic. Determine whether to create a will and/or a trust What is the difference?  A will is a written document expressing a deceased person's wishes, from [...]