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There Are 2 Kinds of Living Trusts:
Those That Work; and,
And, Those That Fail.
Miserably!
The Remedy:
Simulate the Estate Plan / Living Trust by Taking It On A Test Drive
BEFORE It Is Too Late!
How?
Start By Reading Your Existing Estate Planning Documents,
Starting
With Your Living Trust.
Write Down Your Questions and Concerns.
Pretend that You Died Yesterday.
What Would Happen Today?
Write Down Your Questions and Concerns;
Don't Overlook Anything!
Then Visit With Your Estate
Planning
Attorney
And Others Like Your Income Tax Advisor.
Click to Schedule a Zoom Meeting With Bill
© 2024 by William Lee Sefton, CPA
Self Published Using Clickfunnels
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