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Setting up a trust is a powerful way to protect your assets and ensure they’re distributed according to your wishes. But here’s a common mistake—many people assume that once the trust is created, their estate plan is complete. The truth is, funding a trust—transferring your assets into it—is what makes
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When David and Susan first heard about estate planning, they thought it wasn’t something they needed to worry about. They were in their early 40s, living in the St. Louis suburbs, and believed estate planning was only for the elderly or the wealthy. But after attending a workshop with Polaris
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When David and Susan first heard about estate planning, they thought it wasn’t something they needed to worry about. They were in their early 40s, living in the St. Louis suburbs, and believed estate planning was only for the elderly or the wealthy. But after attending a workshop with Polaris
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Laura and Frank had created their estate plan over a decade ago. At the time, their two children were young, and their financial situation was stable but modest. As the years passed, their lives changed in ways they hadn’t anticipated. Their children grew up and moved out, and Frank’s business
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Laura and Frank had created their estate plan over a decade ago. At the time, their two children were young, and their financial situation was stable but modest. As the years passed, their lives changed in ways they hadn’t anticipated. Their children grew up and moved out, and Frank’s business
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