Overview

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Explore the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept that is transforming the way we design, draft and implement estate plans. Review two recent market surveys that address what clients want from their estate planning experience. Then, look at three simple suggestions on how estate planners can easily incorporate one of the keys of Purposeful Trusts & Legacies into their estate planning process, as well as client exercises and sample documents that illuminate what some of the possibilities are.

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