Wills and trusts are two options to transfer your assets, but the key difference between these two documents is timing. A will goes into effect only after you die, whereas a trust becomes effective immediately.
Tag Archives: Live Oak Private Wealth trust services
Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals, has launched trust and estate planning services for its clients.