Estate Planning Basics
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 | Estate Planning — An Introduction By definition, estate planning is a process designed to help you manage and preserve
your assets while you are alive, and to conserve and control their distribution
after your death according to your goals and objectives. | More Details |
 | Advantages of Trusts
A trust is a legal entity that is created for the purpose of transferring property to a trustee for the benefit of a third person (beneficiary). The trustee manages the property for the beneficiary according to the terms specified in the trust. | More Details |
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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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