Galanti & Copenhaver, Inc.
Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region

April 2019 Archives

What to Keep in Mind When Setting Up Your Trust

There are many things to consider when you begin estate planning. You will need to decide what type of estate plans you want to include, such as whether you want to include a trust or just a will. If you choose to include a trust, you will have to decide whether you want it to be an irrevocable trust or a revocable trust. There are benefits to each type of trust, so you should keep in mind your financial goals of what you wish to accomplish by creating a trust in order to make sure you make the best estate plan for your needs.

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