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Store these lists and records in a safe deposit box that your representative already has permission to access That’s because a main component of estate planning is designating heirs for your assets,whether it’s a summer house or a stock portfolio steveblisslaw com Then,when you funded your trust,you changed the name of the owner of your assets from you individually to you as Trustee of your trust.
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This document can give your agent the power to transact real estate,enter into financial transactions and make other legal decisions as if he or she were you.
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