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Certification of Trust: What’s the Big Deal?
Certification of Trust: What’s the Big Deal?

For such a diminutive document in your large JGB Trust Portfolio binder, your Certification of Trust (herein “COT” for short) does more than its share of heavy lifting for your estate plan. At first glance, this document may seem superfluous; something your attorneys stuck ...

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Newsletter

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  • End of Year Review

    It is that time of year again; time to reflect on where you have been and where you are about to go. It is also a prime opportunity to review your ...

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