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Monthly Archives: October 2013

Oops, They Did It Again! Make Sure That You Don’t Also

Last week a client came in and asked me to review her “Estate Planning Portfolio” which had been drafted by another attorney a few years ago. The client was proud that she had a Revocable Living Trust in her portfolio because a similar trust had made the transfer of her deceased sister’s assets fairly simple… Read More »

October 29, 2013 Estate Planning, Trusts

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