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Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, including a trust—congratulations! This shows you care deeply about keeping...
bret182
Apr 165 min read
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A Step-by-Step Guide To Funding Your Trust
Trust funding is essential in estate planning, as it ensures your assets are managed and distributed according to your wishes. The process i
bret182
Mar 175 min read
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What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly.
bret182
Feb 264 min read
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The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches
bret182
Dec 5, 20245 min read
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4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...
bret182
Jun 13, 20244 min read
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