2024 Personal Trust Q&A Podcast

Personal Q&A Call 02/05/25


Listen Later

See the Video Recording here:
https://us02web.zoom.us/rec/play/hKoflBJQEqpbEYUSx3nSK07zy28bxYyGjMEKG-jLjEfniNeIYyWx8rr6M89BxyZyysinl2cr95xZ8yAX.Siqtl57zaddC7bYP?autoplay=true&startTime=1738774946000

Access the Live Transcript here:
https://otter.ai/u/mvIFF5l4XPUuDZc90nZkfX8C3SA?view=summary

Looking to invest in life insurance and leverage your Trust?   

Email us at [email protected] or use the link below to receive your free quote!
Get your free quote here:
https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):   

Pay for your PTC:
https://.abundancegroup.com/ptc
Create an account:
https://belgrovemanagement.com
After creating an account, click the "messages" tab on the left side of the page and follow the instructions.
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:

- Dr. Gina's Health Update and Meeting Logistics (0:21)
- Celebrations and FinCEN CTA Reporting (6:24)
- Clarifications on Trust Reporting and Manager Roles (10:00)
- Questions on Trust Management and Power of Attorney (18:06)
- Trust Protector and Power of Attorney Clarifications (26:13)
- Final Questions and Support for Dr. Gina (40:27)

...more
View all episodesView all episodes
Download on the App Store

2024 Personal Trust Q&A PodcastBy Abundance Group Trust