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Tag Archives: Choosing a Trustee

EstatePlan7

Choosing the Right Trustee

By William Rambaum, P.A. |

Putting together an estate plan can be quite complicated, especially if a person owns a number of different assets and/or has many heirs/beneficiaries. One common feature of more complex estate plans involves the creation of trusts to achieve goals related to maintaining privacy, avoiding the costs of probate, tax planning, deferred distributions, provisions for… Read More »

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