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When Your Successor Trustee Retires: What Happens Next and How to Avoid a Family CrisisWhat happens when your successor trustee retires? Learn how proper estate planning prevents costly court battles and protects your family's future. Click here.
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The Complete Guide to Gifting in 2025: Strategies for Preserving Wealth and Creating a LegacyDiscover strategic gifting approaches for 2025. Learn how to navigate gift tax rules, protect assets, and create meaningful family legacies while saving taxes
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Trust Protectors: The Secret to Keeping Your Estate Plan Flexible and SecureDiscover what trust protectors are, how they safeguard your estate plan, and why you need one in your revocable or irrevocable trust. Click here to learn more
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How to Protect Your Children's Inheritance from Divorce with a Lifetime Asset Protection TrustEnsure your hard-earned savings stay in the family. Learn how to protect your children's inheritance from divorce, lawsuits, creditors, and estate taxes.
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Cryptocurrency and Estate Planning: Your Guide to Protecting Digital WealthDiscover how to safeguard your cryptocurrency with estate planning. Click here to learn more
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What is an Irrevocable Life Insurance Trust (ILIT)?Learn what you need to know about Irrevocable Life Insurance Trusts (ILITs) and how you can use them to minimize taxes and secure your family’s future.
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Understanding Spousal Lifetime Access Trusts (SLATs)Discover the benefits of a Spousal Lifetime Access Trust (SLAT) in estate planning. How SLATs can help you save on estate taxes while providing for your spouse.
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What is a Credit Shelter Trust or Bypass Trust?Discover the benefits of a Credit Shelter Trust, also known as a Bypass Trust. Learn how it can protect your assets, minimize taxes, & protect your family.
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Charitable Remainder Trusts: A Win-Win Strategy for Generous Families to Support Causes and Save TaxesDiscover how charitable remainder trusts, CRATs, CRUTs, can help you support causes you care about while providing tax benefits.
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The Qualified Personal Residence Trust: An Estate Planning Tool to Reduce Taxes on Your HomeReduce estate taxes on your home through a qualified personal residence trust (QPRT). This strategy removes your home's appreciation from your taxable estate.
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How a Qualified Personal Residence Trust "QPRT" Can Save You Big MoneyA Qualified Personal Residence Trust "QPRT" can save you money be removing the value of your home from your estate for state and federal estate tax purposes.
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Understanding Grantor Retained Annuity Trusts (GRATs): A Comprehensive GuideDiscover the benefits of Grantor Retained Annuity Trusts (GRATs). Learn how GRATs can help you minimize estate taxes and protect your wealth for your family.