Five Questions That Reveal Which Estate Plan Fits You
Five straightforward questions help you figure out whether a will, a revocable trust, or a combination of both is the right foundation for your estate plan.
What's Inside
- Learn how to tell whether a simple will or a revocable trust better matches your situation
- Understand why owning property in more than one state can change everything
- Discover how incapacity planning fits into the will-versus-trust decision
- See when beneficiary designations alone may handle the heavy lifting
- Get a quick self-check to clarify your priorities before meeting an estate attorney
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Caitlin John
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As an Independent Registered Investment Advisor (RIA) firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.
Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond fifty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.