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Revocable Trusts & Irrevocable Trusts: How to Know What is Right for Your Planning Needs 

Revocable Trusts & Irrevocable Trusts: How to Know What is Right for Your Planning Needs 

by Jim Miskell | Mar 3, 2022 | Advance Health Care Directives, Blog, Estate Planning, Probate and Estate Administration, Trusts

I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...

Protect Your Children’s Inheritance with a Trust

by Debra Robinson | Oct 28, 2016 | Debra Robinson Law Group, Estate Planning, Trusts

Whether you have been married 5 years or 50, you may have a common estate planning concern:  what if one of you dies and the survivor remarries?  A new relationship after the death of a spouse does not necessarily diminish the love the survivor had for the deceased...
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