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what exactly is a trust

What Exactly is a Trust?

Legal websites are rampant with articles promoting the use of trusts and their value in avoiding the horrific, heinous probate process. In my experience as a trust officer, the overriding...

what is an estate plan

What is an Estate Plan?

In my years working as a Trust Officer, my clients would ask how often they needed to review and update their “estate plan”. For the wealthiest of that group, an...