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Jason E. Marx , Esq.
Jason E. Marx , Esq. | Source | Partner in the Tax and Trusts and Estates practice groups. at Mandelbaum Barr...
Jason E. Marx , Esq.
Partner in the Tax and Trusts and Estates practice groups. at
Mandelbaum Barrett PC
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Mandelbaum Barrett PC
Partner in the Tax and Trusts and Estates practice groups.
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Estate Planning: Key Exclusions for Your Will
Jason E. Marx, Esq. suggests omitting specific financial accounts and non-collectible vehicles from wills. Assets in living trusts are managed separately and follow trust terms, not the will.
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