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Through The Pines Ep. 15 - Estate Planning and Trusts Part 1
Through the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1
Show Notes:
What is estate planning and why is it important?
When should you get started?
Is Estate Planning only for the Rich?
What documents are normally included in an estate plan?
What is a Trust?
What are POA (Immediate vs Springing) and Medical POA's?
What are some examples of "Personal Property?"
What are some of the common roles and responsibilities?
What is Estate “Funding” and why is that important?
What different kinds of trust are there? Revocable vs. Irrevocable, Family Trust, By-Pass Trust, Asset Protection Trust, Special Needs Trust, etc.
TCRAT, GRAT, CRAT, CLAT...
Advisor Contact: https://www.ameripriseadvisors.com/te...
Like what you hear, support the program and buy us a beer: https://www.buymeacoffee.com/banyanmedia
This episode includes financial advice from professionals. Visit www.planwithbaxter.com to the financial planners in this podcast. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
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By The Banyan Collective
4.7
1515 ratings
Through the Pines Financial Podcast - What you need to know about Estate Planning and Trusts Part 1
Show Notes:
What is estate planning and why is it important?
When should you get started?
Is Estate Planning only for the Rich?
What documents are normally included in an estate plan?
What is a Trust?
What are POA (Immediate vs Springing) and Medical POA's?
What are some examples of "Personal Property?"
What are some of the common roles and responsibilities?
What is Estate “Funding” and why is that important?
What different kinds of trust are there? Revocable vs. Irrevocable, Family Trust, By-Pass Trust, Asset Protection Trust, Special Needs Trust, etc.
TCRAT, GRAT, CRAT, CLAT...
Advisor Contact: https://www.ameripriseadvisors.com/te...
Like what you hear, support the program and buy us a beer: https://www.buymeacoffee.com/banyanmedia
This episode includes financial advice from professionals. Visit www.planwithbaxter.com to the financial planners in this podcast. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.