Q&A Call 12/13/23

See the Video Recording here: https://us02web.zoom.us/rec/play/TlLbrbWwUCD23kQb4JpJH7_rEoiqSS0pqSrstbA2gBZZNrV0Cd4gfX28wdFzdO0biL9uqhL6O65STRPo.FZRWO7GtsmEob5WG?autoplay=true&startTime=1702486961000

Access the Live Transcript here: https://otter.ai/u/CjpWX2TIrhZurmyogA5Q16t_YrM?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at ben@abundancegroup.com, 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: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Important Links from this Call:

• View the IRS Memorandum released in August 
• Listen to the Q&A Call in response to Memorandum
• Podcast on Wyoming PTCs: https://www.abundancegroup.com/ptcpodcast
• Notarize your Documents here: www.abundancegroup.com/notary

Outline:
-Investment parameters for a Trust. (9:21)
-Trusts, beneficiaries, and property tax reassessment. (12:57)
-Property tax assessment in California. (18:18)
-California property tax reassessment and recording. (23:44)
-Trusts, bank accounts, and legal documents. (29:04)
-Business entity transfer and taxes. (37:43)
-Real estate investing and legal matters. (45:48)