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Walmart Heirs Lose Billions

When you leave investment or business assets to your heirs, it's likely that you are trying to secure both the future of your heirs and your own financial or professional legacy. While you can do a lot to create estate administration that goes along with your wishes, it's important to remember that nothing about the future is guaranteed.

Knowledge is Power When it Comes to Estate Plans

Last week, we discussed trusts and how you can determine if a trust is right for you. That post, along with others on our blog, might have you wondering where you should start if you don't have an estate plan. The easiest answer to that is that you should start listing your assets so that you can determine how you want them distributed when you pass away.

Is a Trust Right for You?

When thinking of a trust, you may imagine the wealthiest of families with trust fund children. The truth, though, is that a trust is a terrific tool for estate planning. Here are some factors to consider to see if a trust will meet your needs.

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