WILLS AND TRUSTS
Wills and trusts form the bedrock of most estate plans. Clients often question whether they need a trust and, if so, whether a Will is also necessary.
In many situations, a Will can fulfill all of the client’s planning needs. Where a trust is indicated, the question then becomes: What type? Revocable? Irrevocable? Tax-driven?
Rick Kozlowski has over thirty years of experience with these issues. To help his clients, he has created a separate website that explains, in detail, many of the problems faced in this area of the law.
For more information regarding estate planning taxation, visit Rick’s website: www.vermontestateplan.com.
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