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Monthly Archive
July 2016
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Beware the Frozen Asset Period

Most folks have heard that a properly designed and implemented revocable trust based estate plan will allow trust heirs to avoid Court supervised (and attorney accompanied) Probate proceedings at death. While this is true, the avoidance of Probate may not be the most important attribute of a properly implemented revocable trust based estate plan. While Read More

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Estate Planning = Risk Management

When recently challenged to describe “what I do” in a few words, it occurred to me that I could refer to myself as a “risk manager”. It is commonly accepted that insurance is the “go to” tool to manage every day risks. Life insurance, liability insurance and property insurance are all commonly used tools to Read More

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