Estate Planning Overview
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Estate Planning Overview
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What exactly is Estate Planning? What is the differences between a Will and a Trust? Do I need one of both? These are all questions Brandon dives into with this episode of the Victory Private Wealth Podcast.
Here are some quick highlights from this episode:
- Legacy Creation
- Probate
- Differences in transparency and functionality of a Will and a Trust
- What kind of flexibility is created using Estate Planning tactics from a tax mitigation, strategic planning and passing your assets efficiently.
- The Core Pillars of Estate Planning
- Common mistakes we've seen
- Potential Next Steps
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