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#292 - Ryan Heath - Founding Attorney @ Baker Heath, PLLC - Estate Planning 101

The Fort

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The Importance of Flexibility in Estate Planning

The key is to have flexibility in your estate plan documents, Canverse says. Howard trusts set up to where if somebody can manage money, maybe it's set up X way. If you've got a really financially savvy, capable child or grandchild, they can be the manager of their trust as well. The other option is to give the bank route or a corporate trustee route.

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