Q&A Call 12/22/23

See the Video Recording here: https://us02web.zoom.us/rec/play/KPneJJbIrHfygYPoO3BEmvo4FJDsPssek-577rrI6joC6ukDhtxIsBA7BvoldeFc1KgoY_3vwuso0UlX.dtOhv3eSkhtpeHNA?autoplay=true&startTime=1703264872000

Access the Live Transcript here: https://otter.ai/u/XBSl1DxAU2d0VoPg3nOmY2NpvZc?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.

Outline:
-Trusts, celebrations, and personal finances. (0:00)
-Trusts, subtrusts, and Medicaid planning. (4:12)
-Trusts and Medicaid qualification. (12:06)
-Financial spreadsheet issues and solutions. (19:02)
-Trust protector roles and agreements. (24:49)
-Trust management and beneficiary changes. (35:28)
-Trusts, managers, and tax implications. (42:09)
-Trusts, donations, and investments. (53:58)
-Charitable trusts and tax implications. (1:01:16)
-Tax planning strategies for a business owner. (1:10:39)
-Trusts, asset conveyance, and tax planning. (1:16:54)