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A lot of the discussion surrounding retirement planning focuses on how to build your nest egg. While it is certainly important to create a long-term financial plan spanning multiple decades, we believe there also needs to be a conversation with regards to safeguarding your nest egg once you do reach retirement.
Establishing the appropriate trust is an integral part of any estate plan. Having the appropriate trust in place can provide the advantages of avoiding probate and unexpected tax consequences while possibly helping to reduce the size of your overall estate. In addition, establishing a trust allows for your intended wishes to be followed in caring for your heirs.