Month: June 2024

June 25, 2024

Should My Estate Plan have an Accumulation Trust?

An accumulation trust is a type of trust where the income generated by the trust assets is not required to be distributed…

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June 11, 2024

Should You Open a Joint Account with Your Child? Understanding the Benefits and Risks

Deciding whether to open a joint account with your child is a significant financial decision that involves careful consideration of various factors….

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