A Matter of Trust

Eight New Year’s Estate Planning Resolutions


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Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape.
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A Matter of TrustBy Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

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