The 10 Common Mistakes People Make With An Existing Trust
One of the biggest misconceptions in estate planning is this...
"I have a trust...so I'm done."
The truth is...
Creating your trust is just the beginning.
Over the years...
Families change.
Assets change.
Laws change.
Life changes.
Today we're going to discuss the ten most common mistakes I see when reviewing existing trusts—and why having a trust doesn't necessarily mean your estate plan is up to date.
The skinny
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