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Day 3 of Magic Moments has landed and this is one you don’t want to miss! 🚀
In this moment, alongside Bhupinder Anand, we explore the intricacies of trusts, wills, and life insurance policies.
We dive into the concept of "bloodline planning," a tool for safeguarding generational wealth, and help you understand how trusts function, offering legal and beneficial ownership while shielding assets from divorce, creditors, and taxes 💸
We break down the complex world of estate planning, making it accessible and relevant for anyone looking to protect their family's future.
This episode offers a comprehensive guide to understanding trusts, wills, and their role in financial planning, making it a must-listen for those interested in securing a financial legacy!
Did you enjoy this Magic Moment? Click here to listen to the full episode.
By Josh KeeganDay 3 of Magic Moments has landed and this is one you don’t want to miss! 🚀
In this moment, alongside Bhupinder Anand, we explore the intricacies of trusts, wills, and life insurance policies.
We dive into the concept of "bloodline planning," a tool for safeguarding generational wealth, and help you understand how trusts function, offering legal and beneficial ownership while shielding assets from divorce, creditors, and taxes 💸
We break down the complex world of estate planning, making it accessible and relevant for anyone looking to protect their family's future.
This episode offers a comprehensive guide to understanding trusts, wills, and their role in financial planning, making it a must-listen for those interested in securing a financial legacy!
Did you enjoy this Magic Moment? Click here to listen to the full episode.

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