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As an entrepreneur and investor who has spent decades building businesses and accumulating assets, I’ve learned that true success isn’t just about what you achieve in your lifetime — it’s about what you leave behind for future generations. After all, what good is having a thriving real estate portfolio, multiple businesses and a healthy bank account if it all ends up in probate, caught in the web of estate taxes or dissipated due to poor planning? To prevent these pitfalls, I took a crucial step: I set up a trust.
A trust isn’t just a legal tool for the ultra-wealthy —
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