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August 2019 Archives

Planning an inheritance trust

Heirs often assume that their inheritance is protected from creditors, taxes, divorce and undue influence, if there was an incapacity. But, there may be little support for this assumption unless inheritance trusts were properly planned. Several components should be considered.

Key aspects of undue influence

Estate holders have the right to designate the distribution of their assets as they please. However, sometimes, other people may try to weigh in on that decision, whether directly or indirectly.

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