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Gift Planning in Older Age

Gift Planning for Every Age

Gift Planning for Every Age from The Law Offices of David L. Carrier Gift planning – also called “planned giving” – is a great way for individuals to schedule future financial gifts for their loved ones, nonprofits, educational institutions and other organizations....

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The Importance of Trust Reviews

As part of our practice at the Law Offices of David L. Carrier, PC, I meet with over 300 families every year for a “Trust Review”. This includes our past clients that have questions about their Trust documents. Sometimes they need a refresher of how the Trust...

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