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  • Do You Know the Duties and Responsibilities of a Trustee?
    Do You Know the Duties and Responsibilities of a Trustee?

    The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of ...

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  • Having the Difficult, But Necessary Conversations
    Having the Difficult, But Necessary Conversations

    With the coming of the Fall season, we are also about to head into a time of year filled with a number of holidays where we might be around and with family. This is always time of year that I advise ...

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  • Guess What Might Be Back?!
    Guess What Might Be Back?!

    The government may be trying to get their hands into your and your loved ones’ pockets again – – and in a VERY BIG way! I am not going to predict which political party will win the November election ...

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