Common Estate Planning Terms Defined

family estate planning

Feel like you have no idea where to begin on your estate planning journey? A little research is always a good place to start. Learn the language. Know what you are looking at.

Thankfully, estateplanning.com makes this step easy. They have provided us with a glossary of commonly used estate planning terms. Below is a snippet:

Grantor
The person who sets up or creates the trust. The person whose trust it is. Also called creator, settlor, trustor, donor or trustmaker.”

Give the list a look. Give me a call when you are ready to get started.

To read the full list of terms and definitions, visit the site here.

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