2023 Personal Trust Q&A Podcast

Q&A Call 08/09/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/V0ZZf7TXOPVSp8xHgax7ArR6DHyKdCFld9OG5fKI1J9G8myaIpBrRAt_8OL0vEadFy6H7einIa1lowIC.MgGHVxDiO_0rDhDv?autoplay=true&startTime=1691597196000

Access the Live Transcript here: https://otter.ai/u/-DeP-Fic6G8utwcGO_1e3hN0xE4?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

Outline:
-No email communications from the system. (5:16)
-How to get a refund? (11:01)
-The benefits and pitfalls of Trust laws in different states. (16:24)
-Dealing with things they want to deal with. (21:01)
-Selling my house at basis. (33:03)
-How to get copies of the photos? (40:33)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace