2023 Personal Trust Q&A Podcast

Q&A Call 01/05/24


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See the Video Recording here: https://us02web.zoom.us/rec/play/nDevrWzW25eeItYR-2jPavyKkPA98uxWT-9vbjIianyBaqDfFyzbs6yeicdoOqt-2Xa1Ev_v5oeaXP6J.YrDEZLKT0WzTejIN?autoplay=true&startTime=1704474133000

Access the Live Transcript here: https://otter.ai/u/0QIaN5UiO_acAmwa1p1Lx1Ri528?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:
-Trusts, taxes, and administrative addresses. (0:00)
-Gift tax exemptions and strategies. (9:51)
-Personal Trusts and tax compliance. (17:38)
-Trusts and taxes with a focus on ethical considerations. (24:37)
-Trusts, taxes, and asset protection. (26:25)
-Trusts, tax mitigation, and asset protection. (29:20)
-Legal and personal implications of implementing a certain strategy. (34:38)

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