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Tag: Co-Trustee

Planning Ahead: Now Is the Time to Introduce Heirs to Your Estate Plan

July 30, 2014

By webenertia_admin

While it is commonplace for our clients to craft thorough estate plans and trusts with focus on attorneys and legal documents, the follow up process of engaging and educating the successor generation is often overlooked. By actively discussing your intentions with family members or an executor tasked with settling your estate, you can gain significant … Continued

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