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Daily Archives: January 25, 2022

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Using Trusts in Your Estate Plan Largely Depends on Your Intent

Case Study, Estate, Family Finances, FeaturedBy Editorial TeamJanuary 25, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, and how they work with the client to determine the ultimate goal for passing on their wealth.

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