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But What IS a Trust?

What is a trust? Learn the simple definition and the 4 essential elements of a trust explained clearly. Your trust should be personalized to your specific needs, reflecting your values, shielding your assets from potential risks, and minimizing tax burdens.

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Is It Time to Review Your Estate Plan?

It might be time to revisit your estate planning documents if you haven’t looked at them recently, or don’t have any at all. Regular reviews ensure that your plans remain aligned with your current life situation and future wishes.

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This guide is for you if you’re ready to begin organizing your thoughts, get your ideas on paper, and take the first steps to start your estate plan.

Once you get started, you will see how the puzzle pieces fall into place.

7 Essentials to Start Your Estate Plan