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Tag: Estate Planning

Make Sure Your Revocable Trust Is Fully Funded

A revocable trust can provide significant benefits. Otherwise known as a ‘living trust,’ they can include the ability to avoid probate of the assets the trust holds and facilitating management

Is Donating Appreciated Assets Right For You?

If you’re charitably inclined, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. However, in some instances the roles can be

Estate Plan With Your Soft Goals In Mind

Technical goals are extremely important when creating an estate plan, such as protecting your assets from creditors’ claims and minimizing gift and estate taxes. However, your ‘softer’ goals should also