Is Your Plan Complete? Getting The Job Done
Recently, I had a family (the mother and her children) come to me. The husband had died unexpectedly. Their estate plan was centered around a revocable trust. The trust had been drafted by one attorney; then another attorney amended it. The husband had been involved in several businesses. He and his wife owned some properties, several oil interests, personal property, equipment, and a home. I discovered that only some of the property was in the trust. Some of it was not
Sep 11, 2023


