2023 Personal Trust Q&A Podcast

Q&A Call 3/8/24


Listen Later

See the Video Recording here:
https://us02web.zoom.us/rec/play/0czjLZGFl3BYE_7YnFulwAS-w7goIsuHT2wccJnCrxNRs27qXOftHzdDFGUmzaN00DXeaFfqLWLPl-g2.gVEX3NnzZ4g8dRyS?autoplay=true&startTime=1709917596000
Access the Live Transcript here:
https://otter.ai/u/SVHQL15buj-n2dM9E4y7V3yrbMM?tab=summary

Looking to invest in life insurance and leverage your Trust? 

  • Email us 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: https://.abundancegroup.com/ptc
  2. Create an account: https://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:
-Accounting for trust startup costs and PTC expenses. 14:48
-Trust expenses and tax implications. 22:36
-LLC operating agreements and tax implications. 28:48
-LLC meeting minutes and member notifications. 34:59
-Event registration and reservations. 44:49
-Leadership, business, and personal growth. 50:57

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

2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace