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Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle

The Long Game

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Estate Planning and Trusts

In this chapter of the podcast, they introduce the importance of estate planning, highlighting the need to plan for both health care and financial decision-making. They discuss common misconceptions around estate planning and emphasize that it is not just about money but about life-related matters. They also discuss the tax implications of setting up a testamentary trust and the importance of properly managing assets.

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