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Be Careful Not to Name Minors as Beneficiaries

Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.   There are two main problems...

What is a Directed Trust and What are Its Benefits?

Directed trusts can be a useful estate planning tool, allowing you to place your family’s assets in a trust but benefit from the expertise of an advisor who knows more about the handling of certain trust functions than you may.  The benefit of a directed trust is...