irrevocable trust

Ever feel tangled in the complex web of trusts and estate planning? Fear not, we've got your back! In this enlightening episode, we layer back the mystique of trust drafting, diving straight into the heart of revocable living trusts, irrevocable trusts, and the stealthy convertible trust. We take a magnifying glass to the unique features nestled within each type, demonstrating how you can harness them to serve your specific needs. You'll see how an irrevocable trust, despite its sturdy exterior, can protect your assets while still allowing you to draw an income, all under the watchful eye of a trusted fiduciary. 

Turning the page to estate planning, we illustrate the sheer power of a trust in your estate plan. Want to talk to an estate planning and elder law attorney for free? We share the golden path to free legal advice and set the stage for what to expect during a no-strings-attached consultation with an attorney about your estate plan. We also dispel common concerns about irrevocable trusts, bringing to light the concept of a convertible trust - the Swiss army knife of trusts, boasting the adaptability of a revocable living trust with the protective armor of an irrevocable trust. Get ready to conquer the world of trusts and estate planning! Tune in, sit back, and enrich your knowledge.

When is it smart to follow the crowd, and when can it get you burned? Join John as he delves into the powerful influence of groupthink and how it can lead to unexpected pitfalls for even the savviest investors. Plus, are U.S. Treasuries really risk-free?

Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

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Have questions or topic suggestions? 
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Host Brian Harte and co-host Adam Eltarhoni talk with Chris Hanks in the third part of the three-part series on Trust Accounts.  Today we will discuss investing in Irrevocable Trust and the different variations available.  

To register for Jim's upcoming virtual event series for professors and university faculty go to https://paytaxeslater.com/webinars

In this second clip from Jim's December 1 2021 virtual event series, Jim discusses how probate works, the good and the bad, and the choice of an executor and trustees.

This is the Paul Truesdell Podcast, the place where your 60s and 70s, muscle car, traditional and independent thinking, red-blooded, athletic gentleman. Dad, who works, provides, and takes care of his traditional family, calls it the way it is.  This is the podcast by an all-American dad.  The Dad who calls it the way it was, is, and always will be.  This is your Dad who understands Nietzsche’s doctrine of eternal recurrence, also known as the flat circle of time theory, and the Banfield theory of time horizon.  This is the podcast for those seeking an educated, experienced, intellectual dad who is physically fit.  The Dad who has been there and done it. The Dad who speaks the common man’s language.  The Dad who is grounded and independent.  The Dad who teaches by allowing the up-and-coming generations to think and connect the dots themselves, with guidance when appropriate.  Due to Paul’s extensive holdings and his clients, you should assume that a position is held in all companies discussed and that a conflict of interest exists. The information presented is provided for informational purposes only. Nothing in this podcast should be construed as an offer, recommendation, or solicitation to buy or sell a security. Now, back to today's episode as the world turns.

The tool that could save your home and money and qualify you for long term care benefits. Watch this short video on the Medicaid Asset Protection Trust.

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Online at: mcelderlaw.com.

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
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Have questions or topic suggestions? 

Email us @ podcasts@creativeplanning.com

Join our Shelby attorney, Brenton Begley, as he sits down and talks about an Irrevocable Trust! Call our office if we can help you or your family: 704-749-9244 or at mcelderlaw.com.

With rumors of eliminating the step-up in basis on property you should be concerned. We certainly are and have a solution that we would like to share with you. Should you wish to schedule a FREE consult please call: 704-749-9244 or online at: mcelderlaw.com.