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What is a Trust?
Estate planning is key to a holistic financial plan. Trusts differ from wills by avoiding probate, offering privacy, and allowing ongoing asset management. Types include revocable living trusts, irrevocable trusts, testamentary trusts, special needs trusts, charitable trusts, and spendthrift trusts—each serving different purposes. Choose based on your goals. Whitaker-Myers partners with EncorEstate Planning to help clients navigate these options.
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What is the Homestead Tax Exemption
The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...
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How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Ethan Barry
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