In my last few chats with you, we’ve been discussing estate planning, and in a previous blog, I tried to simplify estate planning by using a pie metaphor…a cherry pie, cut in half. Today, I thought
I would change it up to a pizza pie. One-half of the pie is will-based planning, and the other half is trust-based planning. Both are important parts of your overall wealth management process, and your financial advisor and estate attorney are key to helping you decide which is better for your