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Testamentary Trust

Estate Planning Basics: Everything You Need to Begin

The author, Mike Tallman, Financial Advisor at HFG Trust.

Everyone should have an estate plan, especially when approaching retirement. Estate plans clarify your wishes, preventing anyone from guessing where you’d want your assets to go if something were to happen to you. They also help with tax planning. If you’d like to start estate planning, there are a few things you should be aware […]