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ASSET ALIGNMENT AND YOUR ESTATE PLAN

HAVE A REVOCABLE TRUST TO AVOID PROBATE?
THINK AGAIN!

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Get Your Asset Alignment Guide
Do you have the right people serving in the roles in your estate plan?

Serving as a trustee, personal representative, or health care surrogate is a JOB not an HONOR.

Being responsible for carrying out your wishes during your incapacity or after your passing is a massive RESPONSIBILITY, so you want the right people in place!

Picking the right people to help carry out your wishes is often more difficult than it seems. This book discusses these points and more:

Chapters One through Three – Discuss the role of trustee and how interested and independent trustees can affect your estate plan

Chapters Four and Five – Address the responsibilities your trustee must bear upon your disability or demise

Chapters Six through Nine – Tackle the strategies to help protect you and your loved ones and develop the best plan for selecting your trustee

Choosing the right people to serve in your estate plan can seem complicated.  But it doesn't have to be!

Make sure you've considered your options and choose the best trustee for you!
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