Estate Planning Law

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Once you establish an appropriate asset allocation for the trust, it’s advisable to articulate that in an investment policy statement to ensure that the ongoing management of your assets aligns with your intended allocation, risk tolerance and goals Another common problem is when the asset allocation of the trust no longer makes sense for the beneficiary. The age, investment time horizon or liquidity needs of the new trust owner may differ substantially, as is often the case of trusts created at death with assets passing to a much younger generation

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