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How To Leave Money in a Trust for a Spouse or Child

You create a trust to provide for those who you do not trust with money. Trusts offer the advantage of creating specific boundaries for release of funds while protecting the rest of the money and prop...

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Estate Planning Checklist

Drafting an estate plan? Click here for a detailed list of documents, accounts, insurance policies, investments and other important estate matters that must be addressed in order to have a successful ...