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Why establish a revocable trust?

September 29, 2013
by CP
estate planning, probate, revocable trust
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revocable trust
Revocable trusts, or Living Trusts, are useful in a variety of circumstances.  Here are three situations when having a Living Trust will reduce complexity and save money.
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When should I update my estate plan?

September 27, 2013
by CP
estate plan, estate planning
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estate planning
I’m often asked when someone should make or update an estate plan.  Is it at a certain age?
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