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Nov
09

Sightings/Writings

Post By George in Sightings/Writings

“Keep Tabs on Insurance That Covers Estate Tax,” WSJ May 26, 2009, observes that your life insurance trust plan is only as good as the trustee’s ongoing monitoring of the policies s/he’s holding.  “Deciding if Your Kid Is Trust-Worthy,” WSJ June 3, 2009, discusses not only the benefits of using trusts in planning for your children but also the factors to consider in choosing the right trustee.




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