Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin
Wealth of Wisdom
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Navigating Trusts in Wealth Management
This chapter explores the intricate dynamics of wealth management through trusts, revealing how their structure can inadvertently hinder beneficiaries' growth. It highlights the balance between asset protection and fostering independence, ultimately emphasizing the need for trust designs that prioritize both legal advantages and beneficiaries' needs.
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