Creating a Legacy for Your Client's Pet

By WealthCounsel Staff on Jun 4, 2021 10:00:00 AM

pettrust

By PEGGY HOYT, JD, MBA, BCS

Planning for four-legged loved ones (kids in fur coats) can be just as challenging as planning for two-legged loved ones (minor children). Clients typically ask, “Do I need a trust or a will?” The answer, of course, is, “It depends.” 

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