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Estate Planning Basics: You Have a Trust; Do You Also Need a Will?

Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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Estate Planning Basics: You've Set Up Your Trust. Did It Get Funded, Though?

Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the

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Estate Planning Basics: Making a Modification/Amendment to Your Trust

Part 7 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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