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WillsandTrusts

The Trust “Oil Change” – Reviewing and Updating Your Trust

January 23, 2023By KROST Wealth
The Trust “Oil Change” – Reviewing and Updating Your Trust

As one annually services their automobile for an oil change and routine maintenance, it is also prudent to review your trust to confirm that your original documents are consistent with your wishes. At a minimum, one should look at the following provisions of their trust to determine if any changes are required: Successor Trustee – Read the full article…

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KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. KROST Wealth offers an integrated, tax-centric approach to wealth management to help businesses and individuals achieve their financial goals through Investment Planning, Tax Planning, Estate Planning, Insurance, Income Protection and Asset Preservation, Education Planning, Retirement Planning, Risk Management, Business Planning, and Debt Management. Contact us for more information at 626-449-4225.

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  • Services
    • Financial Planning
    • Investment Planning
    • Tax Planning
    • Risk Management & Asset Protection
    • Retirement Planning
    • Business Planning
    • Estate Planning
    • Education Planning
  • About
    • Who We Are
    • Our Team
    • Certified Private Wealth Advisor®
  • Resources
    • Client Discovery Meeting Checklist
    • Investment Plan Calculator
    • Sample Financial Report
    • Annual Plan Review Checklist
    • Second Quarter Questionnaire
    • Discovery Questionnaire
    • Media
    • Subscribe
    • Visit KROSTCPAs.com ›
  • Blog
  • WYK Podcast
  • Contact