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2min chapter
Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle
The Long Game
Implementing Recommendations and Trust Funding
This chapter emphasizes the significance of implementing recommended actions in financial planning and legal services and suggests strategies for providing accountability and support to clients. It also touches on the crucial role of trust funding and the dedicated paralegal responsible for ensuring proper funding.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode