To Trust or Not to Trust
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The reason most folks set up a trust in their estate plan is simply because they want to keep control of their lifetime investments after they are gone. We are often asked whether or not a trust makes sense for someone. It can, but it’s not for everyone.
Today, we will discuss the benefits of a trust – who should create one, and how to protect it when you’re gone.
Believe it or not, it’s not a foolproof plan as written about in Kiplinger.