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It Is A Mistake Not To Consider A Corporate Trustee

Here is another common mistake in our “Estate Planning Mistakes To Avoid” series:  Do not assume family members are the best choice to act as Trustee.  You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]

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Avoid This Common Mistake: Failure To Update Account Beneficiary Designations

It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do.  You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]

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