Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would ride with you on a bicycle built for you, this is Through the Pines…
Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One
Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen & Bryce Froerer
- Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.)
Funding TrustsSpecial NeedsWhat is Medicaid and how does it differ from MedicareHow do you qualify for Medicaid- How can trusts help with this qualification?
Asset Protection TrustsHow does this protect my assets?I Own a business or Rental Property, how do I coordinate my business ownership with my estate plan?What are some common provisions that people include in a trust like this?Can you describe some clients where this trust may be appropriate for?How does this protect my assets from MedicaidI Own a business or rental property, how do I coordinate my business ownership with my estate plan?What are some common provisions that people include in a trust like this?TCRAT, GRAT, CRAT, CLAT…. Oh MY!!!Contact Info: planwithbaxter.com
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams