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With an estate plan changes in life and changes in the law make it necessary that each plan be updated to accommodate an individual s needs and goals. A well-designed estate plan serves to get assets to intended beneficiaries and minimize probate expenses and estate and income taxes. In some situations the goal may be to preserve assets. A person approaching or in his/her retirement years may be interested in the benefits of a trust designed to protect assets from the costs of long-term...
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