What happens to your wealth after you’re gone? Host Mark Falter dives deep into the critical components of estate planning, including the essentials of trusts, how to fund them properly and the role of beneficiaries in ensuring your legacy is secured for future generations. You’ll also discover the pitfalls of neglecting estate planning, from family disputes to unnecessary legal costs, and understand how to protect your wealth while minimizing taxes. Whether you’re just starting or looking to refine your estate strategy, this episode can help you create a smooth, tax-efficient transfer of assets.
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