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
Get Your Resource Guide
Ronald J. Briggs Jr., FIC, CRPC®, is an industry veteran with more than four decades of experience and the founder of Briggs Financial Group, Wealth Advisors (BFG). Alongside his team of tax and risk mitigation specialists, Ron serves clients across the U.S. from dual national headquarters in Brighton, Michigan and Bonita Springs, Florida.
BFG grew out of a firm Ron founded in late 2010: Caitlin John Private Wealth Management, a fiduciary Registered Investment Advisor named for the middle names of his and his wife Kristin's two children. His vision was to build a fiduciary-based advisory practice capable of serving his clients and the generations that follow them.
The boutique feel and personalized experience Ron's clients came to expect drew the attention of other advisors, both locally and nationally, and the firm grew accordingly. Each of those advisors joined Caitlin John to practice under a truly independent, fiduciary RIA while keeping the individual brand and identity they had built in their own community.
