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What is a Revocable Trust?

What is a Revocable Trust?

A revocable trust helps with estate planning, and can serve as a management tool for those who are in ill or declining health. Click to read more about the nature and benefits of revocable trusts!

4 Key Benefits of a Trust

4 Key Benefits of a Trust

Trusts can be a powerful tool in your relational estate plan. Depending on your situation, the unique benefits of a trust can protect and provide for your loved ones, avoid conflict, leave a legacy, preserve special memories, and ease burdens on your loved ones....
Do I Need A Trust?

Do I Need A Trust?

There is no one-size-fits-all estate plan, because each person’s life, relationships, and assets are unique. The best way to know if you need a trust is to learn what it is, how it works, and what it’s benefits and limitations are. Once you know the options, you can...
Do I Need a Will If I Have a Trust?

Do I Need a Will If I Have a Trust?

We hear this question often. The short and simple answer is yes: you do need a will, even if you have a trust. To explain why, let’s do a quick review of trusts and how they operate. A Review of Trusts As you may already know, a trust is a legally binding document...

Free Downloadable: 2021 Tax Changes That May Affect Your Estate

 
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