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Listen "Ep 10: Trust 101 "
Episode Synopsis
John Perry from Steel Peak Wealth Management and Mark Gottlieb, an estate planning attorney, discussing trusts and estate planning. Mark shares insights on the basics of trusts, differences between revocable and irrevocable trusts, and the creative aspects of trust planning. They highlight the importance of knowledge and consultation with an attorney for personalized estate planning. The conversation covers various scenarios and strategies for asset protection and distribution through trusts.
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In God we trust