Legacy Planning, Once Removed

Trusts


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Steve Murphy, chair of the private wealth services group, discusses four potential benefits of a trust structure and ways to balance potential concerns for your estate plan through simplicity and flexibility, on the one hand, or structure and certainty, on the other. He addresses the question of when you should have a gift or bequest held in a long-term, irrevocable trust for a beneficiary.

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Legacy Planning, Once RemovedBy McGuireWoods

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