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How To Start A Trust In 7 Steps

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How To Start A Trust In 7 Steps

$7.01

Dive into the intricate world of trusts with this concise yet comprehensive guide, designed to walk you through the foundational steps of creating a trust tailored to your needs. Whether you're seeking to protect assets, ensure legacies, or design structured inheritances, this e-book serves as your primer.

Highlights:

  • Assess Your Financial Situation: Take stock of your finances to decide if a trust is right for you.
  • Types of Trusts: Discover the variety and understand which trust aligns with your goals.
  • Drafting, Trustees, & Funding: Navigate the nitty-gritty of setting up the trust.
  • Life Insurance & Trusts: Unravel the synergy of these financial instruments.
  • Regular Reviews: Keep your trust updated and relevant.

Remember, a trust can be more than just a financial instrument; it can be a legacy. And while this guide sets the foundation, there's more to explore and understand. Need a more in-depth discussion or guidance? Schedule a call with Tyrell Tompkins and embark on a journey of informed financial education.

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The E-book HOW TO START A TRUST IN 7 STEPS BY TYRELL TOMPKINS / GOOD KING FINANCIAL

Size
7.11 MB
Length
9 pages
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Last updated Apr 9, 2025