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Trusts, Tax Implications, & Long-term Care Strategies (6/22/2024)
Manage episode 425436934 series 3083349
محتوای ارائه شده توسط Alec Kelso and The Real Money Pros. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Alec Kelso and The Real Money Pros یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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