Thought for the Day” #1039 – by Stephen R. Elville, J.D., LL.M.

January 9, 2018

How assets are titled at death ultimately determines whether the estate or elder-law plan works as it was intended. After the passage of time and after all events and all considerations have long since come and gone, this is the final conclusion – the moment of truth in estate planning: were the assets titled properly in alignment with the will, trust, or other planning strategy?