• 047FF: The 5 Rules For Trusts and Estate Planning | Why Am I Afraid To Pay Off This Debt?

  • Jul 5 2024
  • Duración: 1 h y 2 m
  • Podcast

047FF: The 5 Rules For Trusts and Estate Planning | Why Am I Afraid To Pay Off This Debt? Por arte de portada

047FF: The 5 Rules For Trusts and Estate Planning | Why Am I Afraid To Pay Off This Debt?

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  • In this conversation, Chris Monzon and Dominic discuss the five rules of trust in estate planning. They cover topics such as the benefits of a trust over a will, the importance of updating your estate plan regularly, and the significance of choosing the right executor or trustee. They also touch on the tax implications of transferring assets within a trust and the role of a trust in minimizing taxes. Overall, the conversation provides valuable insights into estate planning and the considerations involved in setting up a trust. In this conversation, Chris and Dominic discuss the importance of setting up a trust for estate planning. They cover topics such as updating the trust regularly, choosing the right executor, not overlooking digital assets, and properly funding the trust. They also share personal anecdotes and provide practical advice for listeners. The conversation ends with a segment on the viewer mailbag and wins of the week. 📧 Connect with Chris at ⁠⁠⁠⁠⁠⁠⁠Monzon Wealth⁠⁠⁠⁠⁠⁠⁠ 📈 About The FI Guys: Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money. Subscribe now for weekly videos packed with tips, insights, and strategies to help you build wealth, save money, and live your best financial life! 🔔 ⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠ for More Content: 📌 Connect With Us: ⁠⁠⁠⁠⁠⁠⁠The Fi Guys ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monzon Wealth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact Us: For FI Friday Feedback questions, business inquiries, or collaboration opportunities, ⁠⁠please email us⁠⁠ at: ⁠⁠⁠⁠⁠thefiguysvideopodcast@gmail.com⁠⁠⁠⁠⁠ 💬 Leave a Comment: We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one. ⏰ Timecodes ⏰ 00:00 Introduction and Overview 03:43 The Benefits of a Trust in Estate Planning 10:06 The Importance of Updating Your Estate Plan 13:50 Choosing the Right Executor or Trustee 25:51 Minimizing Taxes and Efficient Asset Distribution 28:31 Setting Up a Trust for Estate Planning 30:56 Properly Funding Your Trust for Asset Protection 36:20 Viewer Mailbag 52:57 Win of the Week #estateplanning #money #trust ~~~~~~~ Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice. The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances. We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk. This video podcast is sponsored by Monzon Wealth. The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors. It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
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