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Estate Planning & Trusts
PART 1: Inheritance Trusts and How They Work The key to estate planning is understanding clients’ goals for the process. Generally, as a primary overarching goal, clients cite their desire to maintain their assets for as long as possible as a safety net protecting themselves ...
PART 2: The Benefits of Using Inheritance Trusts In part 1 of this series, we described Inheritance Trusts and how they can achieve clients’ desires to maintain their assets for as long as possible as a safety net protecting themselves and their loved ones from both anticipa ...