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January 2017 Archives

Why trusts aren't just for the rich

The idea of estate planning or trusts would seem to indicate a large home with a gated driveway full of expensive cars. But the fact is that estates can be very large or quite modest. In an era when family homes in middle class neighborhoods can be worth quite a bit of money, it could even be argued that it's all the more important to make sure that these homes are passed on to the beneficiaries of modest means alongside other important assets.

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