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By September 21, 2020No Comments

This year for National Estate Planning Awareness Week, our office thought to share some basics on Estate Planning via the Estate Planning Alphabet. We started with the following:

AGENT – A person who is legally authorized to make decisions on behalf of another person (the “Principal”).

BENEFICIARY – A person, entity, or pet, who inherits from a Trust.

CODICIL – A change to a Last Will and Testament, which must adhere to the legal formalities required of a valid Will.

And because it was so popular, we decided to provide our followers with a small book to help demystify the process. So stay tuned!

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