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Which Kind of Trust Is Right for Your Client? 9 Questions to Ask

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Related: 8 Trusts That Can Help Reduce Estate Taxes

Estate planning in the U.S. has evolved to include many different kinds of trusts, each of which developed to meet a particular set of needs.

The first thing to ask any client interested in setting up a trust is: What problem do you hope to solve with this trust? The answer can help you determine which kind of trust is right for your client. Use the gallery above as a guide for the conversation.

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