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You begin by avoiding these mistakes: being transaction-centered rather than client-centered; not listing your fee schedule; having a poorly designed "brand" or website; and not charging for any services you provide. Because very same have not been educated in the ability of passing on wealth, though, they believe their living trust just assumes effect upon their moving past. This is not, necessarily, true. The Trustors, those setting the Trust, really have to take time ...
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