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Tag: Estate Planning

Make A Plan For Managing Your Inheritance

It may be tempting to view new inheritance  as ‘found money’ that can be spent freely. However, unless your current financial plan can ensure that you’ll comfortably reach all your

Give Your Trustee Flexibility Through Decanting

Generally, it’s important to build flexibility into your estate plan using various strategies because life circumstances change over time, including those related to evolving tax laws and family situations. One