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Asset Protection, Trusts, and Tax Strategies Explained with Alessandra Long
- 2024/10/17
- 再生時間： 24 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this final episode with estate attorney Alessandra Long, they explore the complexities of asset protection and tax planning. Together, they provide an overview of how to safeguard your wealth from risks and taxes, while ensuring a smooth transfer to future generations. They discuss strategies like irrevocable trusts, life insurance trusts, and charitable giving options. Tune in to learn more about protecting your assets and securing your legacy.
Highlights
05:10 - Reduced estate tax exemption impact
09:00 - Revocable vs. Irrevocable trusts overview
11:18 - Irrevocable Life Insurance Trust (ILIT) explained
18:12 - Charitable Lead Trusts vs. Charitable Remainder Trusts
21:00 - Grantor Retained Annuity Trust (GRAT) benefits
Episode Resources
- Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
- Connect Alessandra Long
- aml@amlonglaw.com
Call to Action
Schedule a Call with Tom
How to Listen:
Subscribe on Youtube
Listen on Spotify