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Posted in Estate Planning, Estate Settlement on Mar 18th, 2010
The simple answer is ALL ASSETS, that is all assets which we want to be subject to the trust instructions. Remember that the trust will only control any assets that have been formally transferred into the trust via a change in title or beneficiary designation. Once of the most common misconceptions is that if an [...]
Posted in Estate Planning on Mar 5th, 2010
When clients come in to talk about their estate planning, they usually have their beneficiaries picked out and know how they would like their assets distributed when they die. That is because the focus of estate planning is usually on what happens after a death occurs. However, a very important piece of estate planning that [...]
Posted in Estate Planning, Events on Feb 22nd, 2010
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