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What is a trust? An arrangement which transfers legal title of property to the trustee for the benefit of one or more beneficiaries.   Why wou...

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Most of us are familiar with how to move a brokerage account or an IRA.  Some standard paperwork, a couple of weeks, and it's all set.  How ...

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You may have heard about the unique laws of Delaware, Alaska and a few other states that offer asset protection from future and unforeseen creditors. ...

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Factors to consider in selecting a trustee   When someone establishes a trust, one of the many considerations is who will serve as trustee.&nbs...

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As we meet with clients and prospective clients, we find many questions about living trusts. Since much of the information available about these comes...

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Major life events such as the birth or adoption of a child, changing jobs, or receipt of an inheritance often provoke a review of our finances.  ...

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The Case for Dividend Growth Stocks   Would you like to buy a stock earning a 6.9% dividend?  A dividend that can be expected to grow each...

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Around this time last year, a great number of news articles were discussing the expiration of the Federal estate tax.  You may even remember our ...

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