How To Transfer Assets & Handle Trust Taxes Like the Wealthy

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In this video, we explain how to transfer assets into a trust and handle the taxes step by step. Setting up a trust is one thing, but properly transferring your property, investments, and accounts into it is what ensures your assets are truly protected. We’ll cover the process of funding a trust, the different types of assets you can move, and the potential tax implications you need to understand. Whether you’re building a family trust, living trust, or irrevocable trust, this guide will help you avoid costly mistakes, protect your wealth, and create a smooth path for estate planning and generational wealth.

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