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Dusting Off Your Legacy: A Guide to Updating Your Revocable Living Trust

February 21, 2024 Life is full of surprises, and as it unfolds, your circumstances and relationships change. Perhaps you’ve welcomed new family members, ended relationships, or seen your assets grow or shift in ways you hadn’t anticipated. Just like that perfectly tailored suit from years ago might not fit quite right today, the Estate Plan […]

Navigating the Corporate Transparency Act: Key Insights for Trust Owners

February 9, 2024 As the legal and regulatory framework continues to evolve, the forthcoming Corporate Transparency Act (CTA) represents a pivotal development, especially for individuals with interests in small businesses and trusts. The CTA took effect on January 1, 2024 and it’s essential for both individuals and organizations to acquaint themselves with the stipulations of […]