- Home /
- Search /
- Search Results
299 results
SORT BY Relevancy
-
00:33Using Trusts as Beneficiaries of IRAs
by Tax Investment Planning Show in Finance
Tags: IRAs Trusts Beneficiaries Stretch IRAs Blended Families
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.
-
00:27
Living Trusts: Do I Really Need One?
by Tax Investment Planning Show in Finance
Tags: Living Trusts Lewis Robinson Financial Advisors Estate Planning Buddy Welch
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
Living Trusts. Do I Really Need One?
A.J. (Buddy) Welch and Donald Bolden join me on the show to discuss the need for a living trusts.
If you have a question in regard to living trusts, please send me an email to LRobinson@CapSouthPartners.com.
-
00:31
The Legalese of Special Needs Trusts
by TheMaryandMelissaShow in Family
Tags: Finance Special Needs Education family Parenting
Setting up a special needs trust requires legal assistance. Join us as we speak with Mark Friese of Merrill Lynch and Attorney John Laster regarding special needs trusts and important legal considerations.
-
00:14
Trusts: Valuable Tools
by DenverCommunity in Finance
Tags: Trusts Estate Planning Credit Union Denver Law
Sarae Kurth interviews Attorney Richard Hughes, of the Hughes Law Firm, about trusts. Mr. Hughes has over 30 years of experience in estate planning. He recommends visiting the following link for more information: WillsandTrusts101.com
-
00:16
Non-Tax Uses for Revocable Living Trusts
by Chicago Legal Latte in Legal
Tags: revocable living trust disability will probate death
Revocable living trusts (RLTs) are not just for those with estates potentially subject to federal and state transfer taxes. Rather, there are many non-tax uses for RLTs that can benefit most anyone. This podcast will explore some of them.
-
00:30
Wills & Trusts
by DenverCommunity in Finance
Tags: Wills Trusts Estate Planning Denver Credit Union
As one of our most popular topics, this wills and trusts show interests people because we want to plan for what happens after we leave our families & friends behind. This show is an interview with Attorney Frank Danzo III about the tools of estate planning. Listen for tips on how to begin planning for your family's future.
-
00:31
How to Use Trusts to Protect Family & Assets.
Tags: Trusts REITs limitations of Trusts protect family assets legal
Trusts are a basically financial entities utilized in the legal, private, and financial sectors to package assets for protection and future distribution. Many types of trusts exists, for examples REITs, Family Trusts, Blind Trusts, Grantor Trusts, Revocable Trusts, Irrevocable Trusts, Children's Trusts and CRUTs. The release of 2012 Republican Presidential candidate Mitt Romney's income tax return It's been widely publicized that the return reports over $21
-
00:31
Corporate Trusts
by Brother Gregory in Life
Tags: corpus trust corporate government liberty
Corporations and trusts and governments. To elements of all governments. How Corporate? How much trust?
-
00:30
Trusts & Estates, Tax, Corporate and Education Law
by HilaryTopper in Legal
Tags: Law Tax Trusts Estates Education
Hilary Topper ON AIR Special Guest: Terence E. Smolev, Esq. Smolev Law After practicing law for more than 40 years in a broad range of practice areas, with a main focus in both trusts & estates and tax law, Terence E. Smolev opened his own practice. Listen in as we talk about interesting cases and how Smolev got his start.
-
00:13
The Chain of Trusts and Your Position in Them
by Lorries Talk News Radio in News
Tags: benificiary trustee administrator grantor trust law
Trusts seem to have a way of building on each other and you need to know which role you're in with dealing with them, and "they" won't tell you.
-
00:29
Real Estate Investment Trusts (REITs)
by Creative Financing and Real Estate in Real Estate
Tags: real estate investment income finance money
Making Money In Real Estate When You Have No Money Hello! My name is Ken Sheppard. I have invested in real estate successfully for over thirty years. This show will explain to you how to make money in real estate when you do not have any money. I started out this way and so can you. Our topic today is real estate investment trusts and how you can work with them for income. Please join us for a informative discussion!
-
00:30
The Tom Crowell (CLC) Interview
by FreshStart Radio in Motivation
Tags: conservation land trusts columbia county charity environment
Jim Rawling interviews Tom Crowell, Director of Outreach & Resource Development at the Columbia Land Conservancy. Get to know the Conservancy and Tom's feelings on the importance of CLC & conservation in the community and the world.
Get Social with BTR