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086: Trust Failures: Don't Let This Happen to You! (Continued!!)
Manage episode 328748929 series 2220819
- How to avoid probate even if you have a trust
- Why it’s important to title your assets correctly, specifically your federal assets
- How to navigate trust administration if you have a minor or special needs person as your beneficiary
- How to use your trust as your “main vehicle” to avoid compounding court cases
And more!
Our goal with this episode is to educate you to see what holes may need patching up in your plan or, if you’re just getting started, what you should think through to ensure you build a comprehensive plan that protects everyone involved no matter what comes your way.
104 episodes
Manage episode 328748929 series 2220819
- How to avoid probate even if you have a trust
- Why it’s important to title your assets correctly, specifically your federal assets
- How to navigate trust administration if you have a minor or special needs person as your beneficiary
- How to use your trust as your “main vehicle” to avoid compounding court cases
And more!
Our goal with this episode is to educate you to see what holes may need patching up in your plan or, if you’re just getting started, what you should think through to ensure you build a comprehensive plan that protects everyone involved no matter what comes your way.
104 episodes
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