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Why You Need A Family Trust

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Manage episode 424667656 series 2539422
Innehåll tillhandahållet av The Banyan Collective. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Banyan Collective eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Setting Up Your Revocable Living Family Trust

  • Why do we use Trusts
  • What are the parts that make up a Trust
  • What is the lifecycle of a typical trust?
  • What other documents do people usually have prepared when doing their revocable living trust?

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2024

  continue reading

301 episoder

Artwork
iconDela
 
Manage episode 424667656 series 2539422
Innehåll tillhandahållet av The Banyan Collective. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Banyan Collective eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Setting Up Your Revocable Living Family Trust

  • Why do we use Trusts
  • What are the parts that make up a Trust
  • What is the lifecycle of a typical trust?
  • What other documents do people usually have prepared when doing their revocable living trust?

We tackle these questions on this episode of Through The Pines…

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia

LIKE our Facebook Page: https://www.facebook.com/pinespodcast

Follow our Instagram: https://www.instagram.com/pines_podcast/

Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

****

This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2024

  continue reading

301 episoder

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