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Tag Archives: trust funding

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Trust Funding: Top 5 Overlooked Assets

By Jeffrey R. Gottlieb |

The cornerstone of the vast majority of estate plans that I create for our clients is the revocable living trust. They help clients achieve a wide array of estate planning goals by providing a comprehensive set of instructions for managing, investing and distributing property for the trust’s named beneficiaries. But these instructions only control… Read More »