At Donohue, O'Connell & Riley, we believe we can play a vital role for our clients as educators. We have distilled over 100 years of collective experience working with a diverse group of clients to answer questions, prevent common misconceptions and effectively communicate how to protect assets, avoid tax traps, transfer wealth and further charitable goals.
As an example, most people know the terms "will" and "trust," but not everyone understands how they differ. Though they're both useful estate planning strategies, they vary significantly in many ways from a time and money perspective. This worksheet lays out a multitude of differences that illustrate how a trust can be notably more cost-effective both in time and money.