Estate Planning For Physicians | Stories | Articles | Edu.

Estate Planning Tips for Physicians: Wills vs. Trusts | Physicians Practice

September 08, 2014 | Finance, Healthcare Careers, Personal Finance By Steven Podnos, MD, CFP and Rachel Podnos, JD | Physicians Practice

A financial planning magazine recently said that 70% of living trusts never have the assets transferred into them.

Most estate plans contain both a will and a trust or trusts. While a function of both is to name beneficiaries for your property, the differences sometimes cause confusion.



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