2023 Personal Trust Q&A Podcast

Q&A Call 06/21/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/BG6oRucFo7l3deywJuAZgppDdtRR_j14zSP--VCdxbYnmp47SAbaw0mUnE4SstiTxH9mjisiYTGe_5jk.TvkbHVL66EwBEpMz?autoplay=true&startTime=1687363484000

Access the Live Transcript here: https://otter.ai/u/nFYgzVtajgq7MUZC3HHoBe9qXz4?utm_source=copy_url

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

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Looking to invest in life insurance and leverage your Trust? 

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Outline:
-How should I price my copyrighted materials? (0:01)
-The tax mitigation of Living Trusts. (5:45)
-The importance of recording your capital gains. (12:04)
-The importance of having a title company. (17:27)
-What is the fair market value of the house? (22:07)
-Selling an investment property. (29:32)
-Getting an appraiser’s valuation. (36:46)
-Can my son be the Trust Protector and beneficiary? (41:56)
-Is a Living Trust a Statutory Trust? (47:13)
-How to add in the federal home set. (53:09)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace