Everything a wealth creator has worked their life to achieve, can be conveyed to the people they love in the most efficient and tax advantage manner using trusts.

On the latest episode of Wealth, Health, and Other Things You Should Know, Brian Buetel outlines the overall advantages of leveraging trusts to secure your family's financial future. Additionally, Brian shares why trusts are such an important financial tool to be considering given the impending exclusion ratios changing in 2025.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:12 - There are significant changes on the horizon for high-net-worth individuals and families

2:03 - The key benefits of leveraging a trust as a financial tool

3:18 - The timely considerations driving many people to utilize trusts

5:08 - Not being able to transfer your wealth to younger generations in the most efficient way

7:09 - How your life can look when you're properly leveraging a trust

9:00 - Brian's unique expertise surrounding trusts

11:38 - How you should begin setting up your trusts and taking a positive step forward

14:28 - The asset protection elements at play within a trust

16:31 - How you can get in touch with Brian and his team to discuss trusts

19:14 - An example of Brian using trusts with his clients

22:39 - Closing remarks

Connect with Brian and Cameron Buetel:

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