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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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personal and charitable gift planning

As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.

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Estate Planning Basics: Selecting the Right Trustee

Part 6 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: Keeping Your Trust Safe With Spendthrift Provisions

Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues 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: Choosing Between a Pot Trust and Separate Shares Trust

Part 4 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.As discussed previously, while most Wills direct an immediate distribution of assets, trusts often have provisions that stretch

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Estate Planning Basics: The Disadvantages of a Trust

Part 3 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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Estate Planning Basics: The Advantages of a Trust

Part 2 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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Estate Planning Basics: What is the Purpose of a Trust?

Part 1 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.

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Secure Act: IS CHANGE COMING TO YOUR RETIREMENT PLAN?

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act” (known as the SECURE Act) by a 417-3 vote. The bill is headed to the United States Senate. What are the highlights of the SECURE Act

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Estate Planning Basics: Springing vs. Immediate Powers of Attorney

Part 3 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan

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