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Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121

Catching Up to FI

CHAPTER

Funding Trusts and Navigating Beneficiary Designations

This chapter emphasizes the critical role of funding trusts to ensure asset protection and effective estate planning. It discusses the importance of beneficiary designations, highlighting common mistakes that can lead to unintended distributions. Additionally, the conversation navigates the complexities of estate planning documents, probate processes, and the implications of family dynamics in beneficiary assignments.

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