“Thought for the Day” #727 – by Stephen R. Elville, J.D., LL.M.

May 24, 2016

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?