Through The Pines Ep. 16 - Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One

#Podcast: Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One

Our financial wizards this episode include Rex Baxter, Brandyn Smith, and Dan Nelsen & Bryce Froerer

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…

WHAT WE COVER

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

Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia