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How Will I Know?

A common question we are asked is: how will I know if I need a trust? The first step is to meet with an estate planning attorney to determine if a trust is right for you. There are several factors that we look at to assess what estate planning tools are appropriate for an individual or a couple. An estate plan is not one size fits all. In some scenarios, trusts can be considered “over-planning”. So, what are some of the factors?… Click HERE to read more!

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