329 \\ How Trusts Quietly Build Wealth, Cut Taxes, and Protect Your Assets (Trust Tax Playbook Series: Part 1)
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329 \\ How Trusts Quietly Build Wealth, Cut Taxes, and Protect Your Assets (Trust Tax Playbook Series: Part 1)
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This episode explains how trusts really work and why they matter for business owners and families who want to protect their money. You’ll learn the difference between revocable and irrevocable trusts, what each one is used for, and how they affect taxes and control. We keep it simple and show how trusts can support wealth planning, smart strategies, and better money decisions. Many people think trusts are only for the rich, but that’s not true. They can help avoid probate, protect your assets, and make sure your money goes where you want it to. You’ll also hear why choosing the wrong trust can backfire and why you need both a tax pro and an estate attorney to get it right. Listen now so you can protect what you’ve built and keep more of your wealth.
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