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Work with advisors on how to avoid estate planning pitfalls. (Advertising Supplement).

Publication: San Diego Business Journal
Publication Date: 30-JUN-03 		Format: Online - approximately 948 words
Delivery: Immediate Online Access
Full Article Title: Work with advisors on how to avoid estate planning pitfalls. (Advertising Supplement).(wealthy make mistakes in estate plans)

Article Excerpt
Many people work their entire lives amassing significant wealth that will allow their families and succeeding generations to enjoy financial security. Often this wealth is also used to benefit the community. Still, many wealthy families make fundamental errors in their estate plans, leaving far less than they expected as their legacy.

To avoid estate planning pitfalls, it is wise to seek professional advisors that will work on behalf of you and your estate. The primary focus of these professionals is to manage your assets in trust and avoid common mistakes in planning. More affluent families choose Bank of America's, The Private Bank, as their corporate trustee than any other financial institution. The Private Bank manages 79,000 trust accounts for more than 44,000 relationships.

There are many common mistakes The Private Bank can help you avoid.

Putting off developing an individualized estate...

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