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Celebrating

our 10th year
blog anniversary

Day: August 30, 2022

A Letter of Wishes: When Your Trustee Is Also a Genie

In the world of estate planning, a genie is not the only one who could potentially grant you a wish: your trustee may also be able to do this with the help of a letter of wishes. A letter of wishes is a non-binding document that sets out suggestions to

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