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00:33Using Trusts as Beneficiaries of IRAs
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.
Also joining us today is Donald Bolden. He is a CFP and CLU.
Donald is a Senior Wealth Advisor with CapSouth Partners and he has extensive experience in estate planning.
Tags: IRAs Trusts Beneficiaries Stretch IRAs Blended Families
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00:28
Living Trusts: Do I Really Need One?
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.
Tags: Living Trusts Lewis Robinson Financial Advisors Estate Planning Buddy Welch
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00:14
Trusts: Valuable Tools
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
Tags: Trusts Estate Planning Credit Union Denver Law
by DenverCommunity in Finance
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00:16
Non-Tax Uses for Revocable Living Trusts
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.
Tags: revocable living trust disability will probate death
by Chicago Legal Latte in Legal
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00:30
Wills & Trusts
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.
Tags: Wills Trusts Estate Planning Denver Credit Union
by DenverCommunity in Finance
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00:31
How to Use Trusts to Protect Family & Assets.
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
Tags: Trusts REITs limitations of Trusts protect family assets legal
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00:31
Corporate Trusts
Corporations and trusts and governments. To elements of all governments. How Corporate? How much trust?
Tags: corpus trust corporate government liberty
by Brother Gregory in Life
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00:30
Trusts & Estates, Tax, Corporate and Education Law
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.
Tags: Law Tax Trusts Estates Education
by HilaryTopper in Legal
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00:13
The Chain of Trusts and Your Position in Them
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.
Tags: benificiary trustee administrator grantor trust law
by Lorries Talk News Radio in News
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00:29
Real Estate Investment Trusts (REITs)
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!
Tags: real estate investment income finance money
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00:45
Dean Clifford - Trusts and how they work. Walt fills in/hist
Thank you for joining us! If you like the shows and would like to learn more, or help out with a donation, visit my site. If you'd like to be added to our interactive Skype chat room send me an invite on Skype to lorrieab1 and I'll add you to the room. http://cvinternet.net/~lorrieab/ Dean is a well researched legal type with vast understanding on trusts and how they work in law. Don't miss this show as he helps unravel how these work and how we get shafted because of them if we do
Tags: Courts Proper Persona Trust Law que bono Whos in charge anyway
by Lorries Talk News Radio in Legal
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01:46
THE OUT OF THE MATRIX SHOW WITH ROB FREEMAN
THE OUT OF THE MATRIX SHOW WITH ROB FREEMAN
Tags: CRITICAL MASS RADIO THE OUT OF THE MATRIX SHOW ROB FREEMAN TRUSTS LOVE
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