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Mark Harder explains one benefit of a joint trust is the flexibility of the surviving spouse to modify the estate plan.
Estate Planning in the Era of Portability and High Exclusion Amounts
On-Demand Seminar (Posted 01/14/16) | Level: Intermediate
Navigate the profoundly changed planning environment with expert advice on when to elect for portability and whether and why to use a two-trust or a joint trust plan.
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