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Latest / The Jon Sanchez Show

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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