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Wendy,

Thank you for your informative post. My partner and I have set up wills and have power of attny for both financial and health. We haven't amassed enough yet for a trust to make sense. As things change I will revisit the legal issues, especially once our savings grow and if inheritances come into play.

Right now I am more concerned with taxation while we are alive. I need to make out a list of issues and sit down with my CPA.

Thanks again for your post !

-helen
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