))
Through the Pines Ep. 16 - Estate Planning and Trusts Part 2
Manage episode 407299211 series 3561660
Content provided by R. Brandon Long and Through The Pines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by R. Brandon Long and Through The Pines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
SNOW NOTES:
Estate Planning: Part 2
- Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.)
- Funding Trusts
- Special Needs
- What is Medicaid and how does it differ from Medicare
- How do you qualify for Medicaid
-
- How can trusts help with this qualification?
- Asset Protection Trusts
- How 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?
SMORE NUMBERS
- Special Needs Trust
- Can you describe some clients where this trust may be appropriate for?
- How does this protect my assets from Medicaid
- 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?
- 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
60 episodes
Share
