2023 Personal Trust Q&A Podcast

Q&A Call 04/19/2023


Listen Later

See the Video Recording here: https://us02web.zoom.us/rec/play/LE-k9qlt7bZpiL7tfdAbDqInw48R1SAh3qicU1w_pugzAT4jGaQwzU_B-urrvOfrnqtl8_WiZx3UeSnY.hbXjbjc8fq4xyrx7?autoplay=true&startTime=1681920121000

Access the Live Transcript here:
https://otter.ai/u/RrV8xCXxfHpTENrtSOI92SSkC10?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

  • There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

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

Lost or Misplaced Your EIN?: https://www.irs.gov/businesses/small-businesses-self-employed/lost-or-misplaced-your-ein

Outline:
-How to structure a Personal Trust.
4:11
-Earning interest on Trust funds owned by the note holder.
11:24
Passive income vs. active income.
17:20
-Active vs passive real estate.
22:49
-Methodology of creating a Personal Trust.
34:31
-What is an adhesion contract?
39:24
-What’s the purpose of getting involved in probate?
45:39
-Filing a tax return.
54:25


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

2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace