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Posts Tagged ‘estate planning’

Irrevocable Trusts: Living and Testamentary

A trust is a financial arrangement that allows a grantor (the creator of the trust) to transfer assets to a trustee (the manager of the trust) to hold for beneficiaries (the receivers of the assets). An irrevocable trust is, quite simply, a trust that cannot be changed or revoked once it is created. If you create an irrevocable living…

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Estate Planning 101

As we get older, we may begin to shift our attention to estate planning. For most people, gifting comes to mind first; however irrevocable trusts may have some distinct advantages. What is an irrevocable trust? An irrevocable trust is a legal agreement established between 3 or more people. The Grantor (or settlor) is the individual…

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Treat ‘financial planning’ like an annual physical checkup

Treat ‘financial planning’ like an annual physical checkup It’s an ongoing saga with investors who remain hopeful that their stock market picks will help them reach their retirement goals. Of course, the markets continue to gyrate; this, because it’s often influenced, for the most part, by factors way beyond our control. But we can continue…

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