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June 2014 Archives

Trusts an important part of estate plans

High net worth clients have many different options of how to distribute their wealth to their beneficiaries. Some might choose to simply leave money outright to their daughters and sons in their will as direct cash disbursements. However, it is often a good idea to include trusts in order to make sure that the money is managed well.

New motivation for estate planning

Every couple has different levels of income and different portfolios of material assets. Those with lower levels may presume that they don't really need to do estate planning, since they have less to distribute. However, it is important for couples and individuals at all levels to do estate planning long before they believe they need to.

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Suzanne P. Nicholl
6165 Greenwich Dr.
Suite 340
San Diego, CA 92122
Phone: 619-894-8552
Fax: 858-373-5556
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