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trust modification
Estate Planning

Understanding Trust Modification: Timing and Trusteeship

Trusts, as powerful tools for estate planning, provide flexibility, asset protection, and tax benefits. As life’s circumstances evolve, the need to consider trust modification becomes more apparent. In this article, we delve into two pivotal aspects of trust modification: the

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Chart Check

Red-Hot Copper – May 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Chart Check

Used Car Deflation – May 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Chart Check

Japanese Yen Slides – May 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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plan
Estate Planning

Have You Outgrown Your Estate Plan?

Estate planning is vital to financial wellness, but as your life evolves, so should your plans. Many individuals start with a modest estate and simple plan, but as time passes and their circumstances change, they may find that what worked

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