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Estate
A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries.
FMeX
Aug 42 min read
The Top Ten Common Estate Planning Mistakes
Avoiding these common mistakes can spare your family unnecessary stress .
FMeX
Dec 20, 20244 min read
Tips for Leaving an Inheritance to Family
Make sure you think about potential disruptions and plan ahead of time
FMeX
Nov 13, 20242 min read
Crucial Estate Planning Steps Before It’s Too Late
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started.
FMeX
Nov 13, 20243 min read
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