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Listen "Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act"
Episode Synopsis
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts […]
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