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In this conversation, Chris Monzon and Dominic discuss the five rules of trust in estate planning. They cover topics such as the benefits of a trust over a will, the importance of updating your estate plan regularly, and the significance of choosing the right executor or trustee. They also touch on the tax implications of transferring assets within a trust and the role of a trust in minimizing taxes. Overall, the conversation provides valuable insights into estate planning and the considerations involved in setting up a trust. In this conversation, Chris and Dominic discuss the importance of setting up a trust for estate planning. They cover topics such as updating the trust regularly, choosing the right executor, not overlooking digital assets, and properly funding the trust. They also share personal anecdotes and provide practical advice for listeners. The conversation ends with a segment on the viewer mailbag and wins of the week.
📧 Connect with Chris at Monzon Wealth
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03:43 The Benefits of a Trust in Estate Planning
10:06 The Importance of Updating Your Estate Plan
13:50 Choosing the Right Executor or Trustee
25:51 Minimizing Taxes and Efficient Asset Distribution
28:31 Setting Up a Trust for Estate Planning
30:56 Properly Funding Your Trust for Asset Protection
36:20 Viewer Mailbag
52:57 Win of the Week
#estateplanning #money #trust
In this conversation, Chris Monzon and Dominic discuss the five rules of trust in estate planning. They cover topics such as the benefits of a trust over a will, the importance of updating your estate plan regularly, and the significance of choosing the right executor or trustee. They also touch on the tax implications of transferring assets within a trust and the role of a trust in minimizing taxes. Overall, the conversation provides valuable insights into estate planning and the considerations involved in setting up a trust. In this conversation, Chris and Dominic discuss the importance of setting up a trust for estate planning. They cover topics such as updating the trust regularly, choosing the right executor, not overlooking digital assets, and properly funding the trust. They also share personal anecdotes and provide practical advice for listeners. The conversation ends with a segment on the viewer mailbag and wins of the week.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
🔔 Subscribe for More Content:
📌 Connect With Us:
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
💬 Leave a Comment:
03:43 The Benefits of a Trust in Estate Planning
10:06 The Importance of Updating Your Estate Plan
13:50 Choosing the Right Executor or Trustee
25:51 Minimizing Taxes and Efficient Asset Distribution
28:31 Setting Up a Trust for Estate Planning
30:56 Properly Funding Your Trust for Asset Protection
36:20 Viewer Mailbag
52:57 Win of the Week
#estateplanning #money #trust