Case Study Exercise: Family Trust Planning
Meet William and Mary. This hypothetical case study reviews a common family trust planning situation to show you the benefits of proper estate planning.
Case Study Exercise #3: Married Couple and Parents of Two
In this final case study exercise, we review the estate planning strategy for a successful married couple with two children.
Case Study Exercise #2: Divorced Mother of Two
Another hypothetical case study from Thomas D. Glascock, reviewing the estate planning case for a divorced mother of two.
