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Daily Archives: January 28, 2022

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In the News: Using trusts in your estate plan largely depends on your intent

Featured, In The NewsBy Editorial TeamJanuary 28, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, a trust is an entity that holds property and assets for the benefit of the named beneficiary and can also dictate how and when the beneficiary receives or spends the assets. 

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