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Living Trust Annual Maintenance Checklist - Davies Law Firm
From Davies Law Firm - Living Trust Annual Maintenance Checklist walks families through the steps needed to keep a living trust current, covering trust assets, funding, beneficiary designations, and successor trustees. Syracuse living trust attorneys Frederick P. Davies and William P. Davies explain why an annual review matters, from confirming trust assets and titling to reviewing beneficiary designations that may otherwise fall out of step with life changes such as marriage, divorce, birth, or death in the family.
The checklist begins with reviewing the assets listed on the trust's Schedule…
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