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Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals.
Investors should not make investment decisions based exclusively on the material discussed on this call.
CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences The topic of today's program is using trust as beneficiaries of IRAs.
We will talk about:
Why you should use them Reasons why you shouldn't. Things you'd need to watch out for. And other major areas of interest in regard to this subject. This is a very important topic and can be a very useful planning tool. It's also very complicated and you must follow the rules very carefully.
Today's guest will be Carter Bates and Donald Bolden.
Carter is a partner in the law firm of James-Bates-Brannan-Groover, LLP. He is a tax attorney with offices in Macon and Atlanta. He has is LLM degrees in taxation from New York University. He has set up quite a few of these trusts that we will be talking about today.
Donald Bolden is a CFP and CLU. Donald is a Senior Wealth Advisor with CapSouth Partners and he has extensive experience in estate planning.
Join KLP and guest co-hosts Attorneys Jim Fletcher and Kedra Gotel as they discuss trust and estate issues (wills, trusts, etc.) and the correct way to leave a legacy to those you love, especially your business and its assets. It's a show you don't want to miss as these experts help describe to you the IMPORTANCE of planning your estate to make sure your wishes are carried through after you are gone.
KLP is a boutique business law firm keeping growing Georgia businesses "IN business and OUT of Court" through customized and comprehensive business and lega services. Visit us online for more information or give us a call at (678) 739-8109 to set up your FREE Services consultation.
LOVE IS... One of the most powerful emotions out of all the emotions because it has the ability to bring life to a situation, and it can rearranged the atmosphere at any given time. The calm presence of LOVE brings a roaring sea to a peaceful, gentle positive flowing stream.
1 Corinthians 13:4-13 New International Version (NIV)
4 Love is patient, love is kind. It does not envy, it does not boast, it is not proud. 5 It does not dishonor others, it is not self-seeking, it is not easily angered, it keeps no record of wrongs. 6 Love does not delight in evil but rejoices with the truth. 7 It always protects, always trusts, always hopes, always perseveres. But where there are prophecies, they will cease; where there are tongues, they will be stilled; where there is knowledge, it will pass away. 9 For we know in part and we prophesy in part, 10 but when completeness comes, what is in part disappears. 11 When I was a child, I talked like a child, I thought like a child, I reasoned like a child. When I became a man, I put the ways of childhood behind me. 12 For now we see only a reflection as in a mirror; then we shall see face to face. Now I know in part; then I shall know fully, even as I am fully known.13 And now these three remain: faith, hope and love. But the greatest of these is love.
OPEN YOUR BIBLES AND LOOK AT THIS PASSAGE FROM THE KING JAMES VERSION 1 CORINTHIANS 13:4-13 (KJV)
in Self Help
TRUSTS, EXECUTOR LETTER(S), ALLODIAL TITLES & UCCs
Today Debbie Cunningham, attorney at law is joining us to continue the conversation about wills, trusts, and the critical value of planning ahead. We're going to explore the various pre- and post-marital agreements that create agreements that are not 'divorce planning', rather, they provide a guide as to how probate, creditors, bankruptcy, business ownership and more can be handled. Tune in to hear more!
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Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard.
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CONTACT INFO FOR TODAY'S GUEST:
Attorney at Law
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OUTTRO MUSIC BY JACK T. BLUES
Join host Barbie O'Connor for this MoneySmarts4u show about 7 more investments for you to know about and understand. She will go over the basics of preferred stocks, convertibles, real estate investment trusts, options, hedge funds, life insurance and annuities. After you listen to today's show you will understand how to use these investments as part of your overall money management strategy.
Gwenn Wycoff is an expert on Trust and someone whom I look to for guidance on the subject of Trust. Join us today as we get a realistic look at the subject of Private Trust from a true professional with over 20 years experience.
The subject of Trusts is complex and mysterious. An ancient system used to pass wealth has gone through a metamorphosis that only time can produce. Despite this, though, the basics of setting up assets for Beneficiaries remains. Keeping this one thought in mind, the variety of ways to do this becomes simpler, and the complexity drops away. We realize that some of even the rudimentary legal jargon is initially confusing.
In reality, the average person with a high school education can understand the basic concept of a Trust. Within this knowledge is the art of wealth build-up and management–a subject that everyone should know, at least at a working level.
Genesis 26:12 "There was a famine in the land... Then Isaac sowed in that land (in spite of famine), and reaped in the same year a hundredfold; and the Lord blessed him. The man began to prosper, and continued prospering until he became very prosperous." Carefully follow the terms of this covenant, so that you may prosper in everything you do. ...
He who robs his father or his mother And says, "It is not a transgression," Is the companion of a man who destroys. An arrogant man stirs up strife, But he who trusts in the LORD will prosper. He who trusts in his own heart is a fool, But he who walks wisely will be delivered.…