Frequently Asked Questions





 


Q: I heard that everyone needs a revocable living trust?

A: This is just as preposterous as the above statement but one nationally known financial planner tells everyone that they need a revocable living trust. While this is more true in some states than others (almost everyone in California and Florida has a trust), it depends on your state laws and the facts and circumstances of your situation whether a revocable living trust is an appropriate estate planning tool or not.


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