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Will vs. Revocable Trust: Which is Right for You?
Read more: Will vs. Revocable Trust: Which is Right for You?Introduction In estate planning, the decision between using a will or a revocable trust is not a one-size-fits-all answer. It depends on your individual circumstances, the state you live in, and your…
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The Perils of Transfer on Death Designations and Deeds: Why They May Not Be Wise and Don’t Always Work as Intended
Read more: The Perils of Transfer on Death Designations and Deeds: Why They May Not Be Wise and Don’t Always Work as IntendedIntroduction As an important facet of estate planning, the decision on how to transfer wealth and assets to heirs can be a complex one. Transfer on Death (TOD) designations and deeds have…
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What is an Irrevocable Living Trust in Phoenix, Arizona
Read more: What is an Irrevocable Living Trust in Phoenix, ArizonaAn irrevocable living trust is a powerful tax & estate planning tool. It can protect the assets placed in trust from future creditors, divorce, and Medicaid. It can also function as a…
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What Is a Trust Protector and Why Should You Consider One?
Read more: What Is a Trust Protector and Why Should You Consider One?A trust protector is a relatively new concept in the realm of estate planning and trusts, but is quickly gaining favor in many dynasty trust plans.
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