Trusts are legal arrangements wherein assets are held and managed by a trustee on behalf of the trust’s beneficiaries. These allow for customization in the way assets are handled and may be included as part of a comprehensive estate plan. Trusts can be tailored to meet specific family needs, tax planning goals and philanthropic desires. […]

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Estate planning is a critical aspect of financial management that is often misunderstood and shrouded in myths. For example, a prevailing myth is that once an estate plan is in place, it’s a set-and-forget scenario. However, life is dynamic, and your estate plan should be. Regularly reviewing and updating your plan can better ensure that […]

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