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Everything You Need to Know About Trusts With Alan Glassman

Economics Matters with Laurence Kotlikoff

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Navigating Retirement and Estate Planning

This chapter explores vital aspects of financial preparedness for retirement, including the use of tools like Maxify to evaluate one's financial readiness. It also highlights the role of trusts in estate planning, particularly the benefits of bypass trusts in safeguarding assets from taxes and creditors.

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