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13min chapter
A Trust Will Solve All My Problems… [Episode 294]
The Perfect RIA
Navigating Trusts and Estate Planning
This chapter explores the intricate challenges of advanced estate planning, particularly regarding trusts and their management. Through anecdotes and humor, the discussion highlights the gap between clients' expectations and the reality of setting up trust accounts, emphasizing the need for proper communication and realistic timelines. It underscores the importance of hiring qualified attorneys to align legal documents with clients' goals, ensuring successful estate planning outcomes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode