Personal Q&A Call 07/03/23

See the Video Recording here:
https://zoom.us/rec/play/IcQfbzZdb5k9HZZaFa8nqvpGDXhxIOf0fIMXHYcJFIcLXADTSpLHqmA1Mvu6AqZzm3ClbXLny0Ed6WX2.jBVOzREQnKULsc2a?autoplay=true&startTime=1720022590000

Access the Live Transcript here:
https://otter.ai/u/2NzW297U-h9Wm2bUuuVmqTJ3Wbk?view=summary

Looking to invest in life insurance and leverage your Trust?   

Email us at insurance@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):   

Pay for your PTC: https://.abundancegroup.com/ptc
Create an account: https://belgrovemanagement.com
After creating an account, click the "messages" tab on the left side of the page and follow the instructions.
Invest in the 2024 Support Package here: https://www.abundancegroup.com/2024support

Outline:
- Investing in artwork and nonprofits. (8:47)
- Trusts, investment committees, and form corrections. (20:24)
- Trusts, investment advisors, and distribution advisors. (30:31)
- Trusts, investment advice, and distribution roles. (39:31)
- Moving business operations from California to another state due to taxes. (48:17)
- Dog dental issues and pet insurance. (54:56)
- Exit taxes for wealthy individuals in California and Illinois. (1:01:07)
- Trust protector roles and fiduciary duties. (1:06:54)
- How to reach a difficult-to-reach attorney. (1:13:46)