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Should I Put My Assets in a Trust? Top 3 Benefits of Living Trusts

Darrow Wealth Management

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. A will and a trust are two different estate planning tools. Trustees have a fiduciary duty to abide by the terms of the trust and make distributions to beneficiaries accordingly.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.