living trust

living trust

David Lerner Associates: Leaving a Legacy
You've worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family.

David Lerner Associates: Important Documents You Need for Estate Planning
There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips.

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