2023 Personal Trust Q&A Podcast

Q&A Call 01/03/24


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See the Video Recording here: https://us02web.zoom.us/rec/play/XWXGZWFhzq69yW1b7RpDmQMpftw2hrj-h6PG8v_XrGGDdgCsEWIRf3PL0yjx1G7Eqm59ArTuuEAJWlts.Ya30ldnvmy-Nz2ih?autoplay=true&startTime=1704301262000

Access the Live Transcript here: https://otter.ai/u/1dHN3b0M8emCtiRIvCKhURztGzA?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

  • Email Ben 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):

  1. Pay for your PTC: www.abundancegroup.com/ptc
  2. Create an account: www.belgrovemanagement.com
  3. 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:
-Business Trusts, taxes, and legal addresses. (0:00)
-LLC taxation and beneficiary changes. (5:50)
-Wyoming LLC structure and investment committees. (13:59)
-Trusts and LLCs for business continuation. (19:36)
-Business trusts and asset protection. (28:45)
-Trust transitioning and tax preparation. (37:06)

...more
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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace