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How Do You Know When You Need A Trust Instead Of A Will? By Shawn Roberts, Shawn R. Roberts Blog


In a previous post, I wrote about the times a person needs to have an Oklahoma Last Will and Testament. The Will is the most basic of estate planning documents. There are, however, times when need and/or personal preference dictate that the revocable trust is a better choice.

How do you know when trust would be better?