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Tag Archives: Converting trust into a TRU

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A total return unitrust can help maintain family harmony

By Legacy Protection, LLP |

A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that provide growth that benefits remainder beneficiaries can leave lifetime beneficiaries with little or no annual payouts. This makes it more difficult for your estate plan to achieve your objectives and places your trustee in a… Read More »

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