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Q&A: Stock Lending, Power of Attorney, and Buying a Home in Cash

Rich Habits Podcast

CHAPTER

Navigating Estate Planning and Financial Insights

This chapter provides a comprehensive overview of asset transfer and estate planning, focusing on minimizing tax implications and the advantages of establishing trusts over wills. It also offers critical advice for homebuyers, discussing mortgage affordability and the importance of understanding insurance policies, particularly in flood-prone areas. Additionally, the chapter explores the role of cryptocurrency in modern finance, emphasizing its potential as a wealth-preserving investment.

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