2023 Personal Trust Q&A Podcast

Q&A Call 06/23/23


Listen Later

See the Video Recording here: https://us02web.zoom.us/rec/play/BscxisL2iEP_DuFwsil1lyG0Mr97sdCRENRSgkZKh6LCSSAQ7Xn-_BwouEI9Ugg-_fqvA51Yu3HgC82K.LfbhG16BReEe5gCI?autoplay=true&startTime=1687536162000

Access the Live Transcript here: https://otter.ai/u/nGZbBKp6_OukFVamcRqDG3yQE90?utm_source=copy_url

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

  • CONFIRM YOUR ATTENDANCE HERE: https://www.abundancegroup.com/2023confirm

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

Outline:
-Resignation and removal of the Trust Protector. (7:03)
-Setting up a Business Trust for children. (15:53)
-How much does it cost to manage the Trust? (23:34)
-Transitioning the assets into the foundation. (37:29)
-The tax implications of a Charitable Remainder Trust. (42:46)
-What do you don’t know? (50:13)
-Why did you decide to become a Certified Tax Planner? (57:34)


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

2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace