An important takeaway from this?

The proper way for wealthy people to leave assets to their families is a trust used for most (or all) of the assets and a will used for the remainder.

It is also of note is that we know the details of the will.


It has to go through probate which makes it public.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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