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Tag: Trusts

Trusts and Year End Planning Checklist

Posted on November 1, 2023 by Rick Fisher Jr.

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer assets from your name into your trust’s name while you still retain control of the assets until you die. Trusts can hold many different assets, […]

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Posted in BlogTagged Year End Planning, Trusts

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