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Archive for the Information Category

Beyond Taxes — Basic Reasons Why Clients Should Consider a Living Trust

On April 28, 2014   /   Information   /   Leave a comment

The Revocable Living Trust (RLT) is arguably the simplest and most powerful estate planning tool for wealth protection. All too often, advisors only consider the RLT as a tool to lessen a client’s federal estate tax burden. But an RLT can do so much more than address

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