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Estate Planning

How to Set Up a Family Trust Fund | Keller Financial Planning

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A trust fund provides a legal vehicle to transfer money or property to beneficiaries. A trust fund manager, called a fiduciary, distributes the assets according to the terms of the trust. A family trust fund offers tax advantages and protects beneficiaries from misusing funds due to immaturity or poor money …

POA

THE NEED FOR POWER OF ATTORNEY

THE NEED FOR POWER OF ATTORNEY With more Americans living into fragility, POAs and other advanced directives are becoming more important.   …

estate planning

Who Needs Estate Planning?

Who Needs Estate Planning? Why estate planning is so important, and not just for the rich.   You have an estate. It …