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Estate & Trust Planning
July 28, 2021
How to Set up a Trust
Planning for the future financially means thinking ahead to how you’ll live in retirement and how much money you’ll need to support yourself. It also means considering what will become of your assets after your death. You might have heirs to whom you’d like to leave a significant portion of your estate. Estate planning helps you minimize the amount of estate taxes you need to pay while aiming to ensure your loved ones get as much as possible.
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