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Robert Kapusta

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Trust Formation & Funding

Trust Formation & Funding

Trust Planning involves two key steps, forming the trust and funding the trust. Funding the trust is just as important as the formation of the trust.
Myth #4: Trusts Avoid Taxes

Myth #4: Trusts Avoid Taxes

“Trusts avoid taxes,” it is important to realize that both “trusts” and “taxes” are loaded terms that can have different meanings, depending on the context.

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