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Family & Legacy
Modernizing an Outdated Estate Plan
June 29, 2017
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Free Download:
The Wealth Advisor Volume 11, Issue 6
In This Issue:
What to do with a confusing, old trust.
How to know if you have an outdated trust.
Quality estate planning is an ongoing process.
You are not trapped by old plans, even when they're "irrevocable."
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