Reviewing Your Irrevocable Trust: Why Updates Matter for Family and Tax Planning
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Irrevocable trusts are designed to be permanent. That’s what makes them such an effective tool for asset protection and long-term tax planning. But “permanent” doesn’t necessarily mean “unchangeable.” As your family evolves and tax laws shift, even an irrevocable trust may need a fresh look to ensure it still meets your goals. A trust created […]
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