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Ep 59: Using a Trust as a Utility Knife

Author
Nick Rosenbauer
Published
Thu 16 Jun 2022
Episode Link
https://completeestateplanning.podbean.com/e/ep-59-using-a-trust-as-a-utility-knife/

Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations.


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