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Trusts, Tax Implications, & Long-term Care Strategies (6/22/2024)
Manage episode 425436934 series 3083349
Inhalt bereitgestellt von Alec Kelso and The Real Money Pros. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Alec Kelso and The Real Money Pros oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Jeremiah Bates and attorney Steve Rausch emphasize the significance of estate planning and the benefits of using trusts to manage assets, maintain control, and minimize tax implications. They compare the tax implications of gifting property versus transferring through an estate plan, stressing the importance of understanding cost basis and capital gains taxes. They touch on some anticipated tax law changes, especially the potential sunsetting of the Tax Cuts and Jobs Act, highlighting the need for proactive financial planning. Additionally, they cover the importance of long-term care planning and appropriate insurance policies, noting rising costs and the need to prepare in other ways besides just insurance.
(Also, sorry for the audio quality... oops!)
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Steven Rausch, Attorney
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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