Trusts can be structured to allow access through property exchanges and loans, which can help motivate clients to act before exemptions sunset in 2026. Read more below: #trusts #provisions #wealthtransfer #planning #insurance
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Partner and Private Wealth Advisor | Creating Multigenerational Legacies | Growing to High Net-Worth Wealth Management, Business Succession, Insurance, and Retirement Plan Specialist | Multi-Gen Wealth Strategist
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