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Tag: living trust

August 1, 2024

Will or Living Trust: Which Is Right for You?

For many of us, the legacy we leave behind is important. We want to leave our loved ones with a rich history of fond memories and shared stories, while also making sure they are cared for financially when we are no longer around. But how we distribute these resources to our heirs is just as [...]

Contributions from: Jay Winston, CFP®, Heather Hamamoto, CFP®, CDFA®

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