Properly and Fully Funding Your Trust
The centerpiece for just about every estate plan is the revocable living trust. There are many kinds of trusts. Not...
ames Plitz (“Jim”) was born and raised in central New Jersey. He received his Bachelor of Science in Accounting from the College of New Jersey, and attained his Masters in Business Administration from Lehigh University.
For the next 10 years, Jim worked as a project manager for a number of fortune 100 companies. Despite his success in this area, Jim felt unfulfilled and wanted a profession where he could make a difference. Jim sought to utilize his skills, education, and experience to help people in the community he lives.
The centerpiece for just about every estate plan is the revocable living trust. There are many kinds of trusts. Not...