Roey Diefendorf has just launched a new book "A Better Way: Using Purposeful Trusts to Preserve Values & Valuables In Perpetuity" click here  or call to order: 1-877-3D-Wealth.

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In addition, your financial picture will likely change over time; therefore, it would be prudent to review your financial strategy periodically to ensure that it continues to fit your then current circumstances. All examples are hypothetical and are intended for illustrative purposes only.

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