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Everything You Need to Know About Trusts With Alan Glassman

Economics Matters with Laurence Kotlikoff

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Navigating Trusts and Estate Management

This chapter explores the fees and strategies related to trust companies managing significant assets, emphasizing the importance of reliability in estate management. It discusses the advantages of both irrevocable and revocable trusts, including tax benefits and control over assets, while also addressing practical challenges such as incapacity and estate tax implications. The speakers provide insights into the necessity of professional guidance in managing estate taxes and navigating the complexities of asset protection for high-net-worth individuals.

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