What Financial Advisors Should Look for When Reviewing Client(s) Living Trusts

After practicing estate planning for almost 20 years, I’ve learned that having estate-planning documents doesn’t always mean the estate planning goals are being accomplished. Usually, this is a result of not clarifying objectives before legal documents are drafted, or failing to review and update legal documents when significant life changes occur. As a primer for […]

The post What Financial Advisors Should Look for When Reviewing Client(s) Living Trusts appeared first on AmeriEstate Legal Plan, Inc..

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