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The Ultimate Living Trust Checklist: 7 Often Overlooked Items | #estate planning checklist for homeowners

The Ultimate Living Trust Checklist: 7 Often Overlooked Items

The Ultimate Living Trust Checklist: 7 Often Overlooked Items

"Depending on your wishes, you might include language specifying that the trustee shall, or shall not, consider beneficiaries’ outside resources," says Erica Webber, Senior Trust Officer for Bank.