Matthew F. Schwartz and John P. Montoya
(Photo by Jacob Wackerhausen, via iStock)
September 24, 2026, 10:50 am
Estate plan design: Last will and testament versus revocable living trust
You may think that having a significant amount of wealth in retirement accounts would support using a will, but a trust is often a better solution.
By Matthew F. Schwartz and John P. Montoya
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