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Charitable Lead Trusts: A Strategic Way to Give and Preserve Wealth
Read more: Charitable Lead Trusts: A Strategic Way to Give and Preserve WealthA charitable lead trust (CLT) is one of the most powerful tools available for Arizona families who want to support charitable causes while minimizing taxes and preserving wealth for future generations. These…
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Charitable Remainder Trusts: Benefits and Considerations
Read more: Charitable Remainder Trusts: Benefits and ConsiderationsAt Copper State Planning, we design charitable remainder trusts for Arizona families who want to support chosen causes while securing predictable income payments for themselves or loved ones. If you are exploring…
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What Is an Irrevocable Funeral Trust and How Does It Work?
Read more: What Is an Irrevocable Funeral Trust and How Does It Work?Planning for irrevocable funeral trust funding is a smart way for Arizona families to lock in funeral and burial expenses while preserving Medicaid eligibility. At Copper State Planning, we draft Medicaid-compliant irrevocable…
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Beneficiary Deeds and Trusts: Protecting Your Arizona Legacy
Read more: Beneficiary Deeds and Trusts: Protecting Your Arizona LegacyCreating an Arizona estate plan that will avoid probate and keep family matters private often starts with understanding two key tools: the beneficiary deed and the revocable trust. When used together, beneficiary…
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