Podcasts about charitable remainder trusts

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last week, we discussed charitable lead trusts and split-interest trusts in general. In this episode, Dale, Anneke, and I take a deep dive into the world of charitable remainder trusts, focusing on their technical issues and traps for the unwary. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel NewEdge Wealth Anneke Niemira, Managing Director, Senior Wealth Strategist, NewEdge Wealth Dale Schroeder, Managing Director, NewEdge Wealth EO Radio Show #118: Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One Farella YouTube podcast channel If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.  

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, my guests are Dale Schroeder and Anneke Niemira with NewEdge Wealth, and our topic is charitable split-interest trusts. These come in four varieties: charitable lead annuity and unitrusts and charitable remainder annuity and unitrusts, known affectionately as CLATs and CLUTs, and CRATs and CRUTs, which are also further defined sometimes as NI-CRUTs, NIM-CRUTs, and Flip-CRUTs. That's a lot of acronyms. While the technical details are quite a lot to get one's head around, understanding the big idea for each and where each can fit into the investment planning is quite an accessible topic. In this episode, we talk about the big-picture understanding of these planning opportunities for philanthropists and the types of situations where lead trusts make a lot of sense. In next week's episode, Dale, Anneke, and I will dive deeper into the world of charitable remainder trusts and their technical issues and traps for the unwary. Show Notes: Farella YouTube podcast channel Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel NewEdge Wealth Anneke Niemira, Managing Director, Senior Wealth Strategist, NewEdge Wealth Dale Schroeder, Managing Director, NewEdge Wealth If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes us from Ponzi to Madoff to track the history of the Ponzi scheme. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 4/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, Dr. Preston Cherry breaks down estate planning trusts and why they matter for high-income and high-net-worth folks—not just the uber-wealthy. He explains three key types: Revocable Living Trusts, Irrevocable Life Insurance Trusts, and Charitable Remainder Trusts, showing how they help protect assets, reduce taxes, and ensure your wishes are honored.Key Points:• Avoid probate hassles• Stay in control (Revocable Trusts)• Reduce estate taxes (Irrevocable Trusts)• Support charities & save (Charitable Trusts)• Ensure asset protectionWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

In this episode of Estate of the Union, Brad Wiewel sits down to talk about the rules and benefits of testamentary charitable remainder trusts, which allows a portion of a person's wealth to go to charity. This podcast is brought to you by ⁠Texas Trust Law⁠. ___________________________________________________Learn more: ⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠planning-law-firm/⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠Contact us: info@texastrustlaw.com

Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs. The post Charitable Remainder Trusts Part 2: EDU #2504 appeared first on The Retirement and IRA Show.

Join Aaron and Nic in this episode of Coffee with Your Retirement Coach as they discuss the challenges of holiday gifting while managing taxes. They detail how to make sure Uncle Sam isn't on your Christmas list by balancing generosity with smart financial planning, sharing valuable lessons on utilizing Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and gifting appreciated assets. The episode is packed with actionable tips for retirees and anyone looking to make impactful, tax-efficient gifts. Tune in for stories, strategies, and advice on how to give thoughtfully during the holiday season. 00:00 Introduction and Common Holiday Gifting Dilemma 00:30 Combining Generosity with Smart Financial Planning 01:17 A Black Friday Story: Lessons in Generosity 03:32 The True Purpose of Gift Giving 04:39 Maximizing Tax Benefits with Charitable Giving 05:45 Understanding Qualified Charitable Distributions (QCDs) 13:09 The Power of Donor Advised Funds (DAFs) 17:57 Generosity and Financial Planning 18:42 Establishing and Managing Donor Advised Funds 19:24 Guardrails and Financial Considerations 20:45 Gifting Highly Appreciated Assets 24:41 Living Legacy and Tax Strategies 30:30 Charitable Remainder Trusts 34:05 Recap and Final Thoughts   Have a question for the coach? Send it in to connect@yourretirementcoach.com   Watch on YouTube: https://www.youtube.com/channel/UCOq6-cPoSmotfEToSbA4m1w   Connect with us on Facebook: https://www.facebook.com/search/top?q=yeomans%20consulting%20group,%20inc. Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

 Jim and Chris welcome on another member of the JSA team – Paul Neiffer, CPA – to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them. The post Charitable Remainder Trusts: EDU #2451 appeared first on The Retirement and IRA Show.

This week, we talk about our final category of split interest gifts, namely Charitable Lead Trusts. They're like Charitable Remainder Trusts...but backwards. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan Email: thesavvyhilanthropist@gmail.com

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also discuss the benefits of including family members in this process. Jeff highlights why collaborating with a financial advisor regarding charitable giving is an important component of a comprehensive financial plan. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr To register for our College Planning Webinar, click the link below: https://attendee.gotowebinar.com/register/3777108755579750751  

This week, we talk about our second category of split interest gifts, namely Charitable Remainder Trusts. In some ways, they sound like Charitable Gift Annuities, but the differences - and there are many - matter. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan Email: thesavvyhilanthropist@gmail.com

Aug 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals...

Key Takeaways: Itemized Deductions and Charitable Contributions: Learn how combining mortgage interest, property taxes, and charitable contributions can help you exceed the standard deduction limit and reduce taxable income. Donor-Advised Funds: Understand the benefits of contributing appreciated stock or property to donor-advised funds to receive a charitable deduction and avoid capital gains taxes. Charitable Remainder Trusts: Discover the advantages of placing high-value assets in a charitable remainder trust to receive income during your lifetime and reduce estate taxes. Non-Cash Donations: Gain insight into the tax benefits of donating clothing and household goods to organizations like the Salvation Army or Goodwill. Strategic Planning: Emphasize the importance of starting your charitable giving strategy early in the year to make the process more manageable and effective.   Chapters: Timestamp Summary 0:00 Philanthropy and Tax Benefits: Giving Back While Gaining 1:35 Maximizing Tax Benefits Through Charitable Contributions and Deductions 5:27 Maximizing Charitable Contributions Through Donor Advised Funds 8:24 Charitable Remainder Trusts for Estate Planning and Income Generation 12:32 Accelerate Your Giving Before Year-End Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Thank you for checking out our free content on financial planning, the wealth mindset, and investing in innovation. If you've found value in our blog posts, I invite you to take your knowledge and commitment to the next level. Sign up for our premium paid newsletter today and receive daily insights and expert analysis directly in your inbox. Stay ahead of the curve and unlock the secrets to financial success. Don't miss out on this opportunity to deepen your understanding and gain an edge in the world of finance. Join our premium community now and embark on a journey towards financial abundance and investment excellence. Sign up today and let's grow together!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Planner & Estate Attorney Brian Standing to discuss advanced estate tax planning strategies. Here are some key takeaways from their conversation:- Estate tax laws are set to sunset in the next year and a half, potentially reducing the exemption amount from over $13 million to $7 million per person.- High net worth individuals with estates over $26 million (married) or $13 million (single) should consider advanced estate tax planning to avoid higher taxes.- Irrevocable Life Insurance Trusts (ILIT) help create liquidity to pay estate taxes without forcing the sale of assets. This trust owns the insurance policy to avoid taxation on the proceeds.- Spousal Lifetime Access Trusts (SLAT) allow assets to be given to a spouse, maintaining indirect access to income while reducing estate taxes. This strategy has risks, such as the potential for divorce.- Charitable Remainder Trusts allow individuals to donate assets to a charity in the future while retaining income from those assets during their lifetime.- Family Limited Partnerships (FLP) help reduce estate tax liability by discounting the value of restricted or non-controlling ownership interests in assets like real estate or businesses.- Brian advises listeners to organize their assets, income, and future needs to facilitate effective estate tax planning before the law changes in 2026.

Brent chats about the many different Charitable Remainder Trusts, from CRATs, CRUTs, NICRUTs, NIMCRUTs, to Flip CRUTs. He explains the taxation, typical ways they are used, and how they function. He also explains some of their technical requirements so you understand what they can and cannot do.

This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, the impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancing portfolios, evaluating rental property performance, and making informed decisions based on individual financial goals and circumstances. Overall, this episode emphasizes the importance of financial planning, tax-efficient strategies, and investment diversification to achieve long-term financial success. Listeners were encouraged to consider their unique financial situations, assess their investment portfolios, and explore options like 1031 exchanges, DSTs, and charitable remainder trusts to optimize their real estate investments and minimize tax liabilities. The host highlighted the significance of understanding market trends, staying informed about tax implications, and making strategic decisions to enhance financial well-being and achieve financial goals. Timestamps: [00:00:51] Market numbers review. [00:06:32] Interest rate impact on bonds. [00:08:49] Benefits of diversified portfolio. [00:14:25] Backdoor Roth IRA strategy. [00:17:50] Tax planning in retirement. [00:20:38] Retirement and mortgage strategies. [00:23:04] Rental properties in the Bay Area. [00:25:47] Rental property investment strategies. [00:30:59] Paying down mortgage options. [00:33:39] Unlocking property cost basis. [00:37:46] Charitable Remainder Trust. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Kim and Spencer discuss the concept of Charitable Remainder Trusts, an estate and wealth planning tool that not many people are familiar with. The hosts explain that these trusts allow individuals to donate assets, particularly highly appreciated ones, to a charity while avoiding substantial capital gains taxes that would be incurred as a result of selling these assets. The individual also receives a consistent income stream from the donated asset throughout their lifetime. Notably, these trusts are particularly beneficial to older individuals. One commonly overlooked step in the process, though, is the acquisition of life insurance to ensure that their family is not left without an inheritance when the individual passes away and the remaining value of the asset goes to the charity. Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity. Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode. Links and Resources from this Episode For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ https://gravystack.com/prosperity https://prosperitythinkers.com/action/     Show Notes Who can benefit from a charitable remainder trust Dispelling the myth that it is only for those with millions in assets Family dynamics and the need for life insurance when setting up charitable remainder trusts How life insurance and charitable remainder trusts work together What happens when you donate an asset to a charity The potential challenges that come up when a charity inherits the asset What happens when things could go sideways Real-life scenario of someone who used a charitable remainder trust to their advantage Reaching out to your preferred charity to find out their experience with charitable remainder trust Special Listener Gift Free eBook: Activating Your Prosperity Guide. Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead!    Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe on your favorite podcast player to get the latest episodes. iTunes RSS

On today's episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, Vice President at Sterling Foundation Management, explore the 4 planning options for existing Charitable Remainder Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup. Discover the “secret sauce” essential for maximizing the benefits of this asset, accompanied by real-world examples that offer insights into enhancing your CRT strategy.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's podcast, Paul has a conversation with Matt Folz, an farm attorney in Peru, Indiana. Matt specializes in farm succession planning and we discuss how the process works and some of the tools involved in that process. We then have a more detailed conversation on using a Charitable Remainder Trust for retiring farmers. See omnystudio.com/listener for privacy information.

This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/411.  Show Notes: RetireWithPurpose.com/411 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Today's show is the second episode of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio.  John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals.  In this episode, Patti and John discuss the record-breaking charitable giving statistics for 2022 in the United States and then take it a step further by offering several strategies that make charitable giving more impactful. These are intentional steps that have tax benefits as well as allowing the donor to be more intentional in their giving. This episode also educates the listener in a variety of advanced planning tools that could be of significant value if one is looking to add philanthropy into their estate planning.  

If you plan to exit your business soon and are charitably inclined, you may have untapped tax-saving opportunities!   In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses. They specifically share ways to leverage donor-advised funds (DAF) and charitable remainder trusts to reduce capital gains tax and maximize your tax deductions.   Zacc and Laura discuss: How income from selling a business is taxed in the U.S. How a complex asset donation works (structure, timeline, associated costs, etc.) DAFs vs. charitable remainder trusts — finding which strategy is right for you Different types of professionals you should consult for tax-efficient charitable giving and exit planning And more   Resources: Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks Guided Path 7-2 Timing Your Charitable Giving  Guided Path 7-3 Qualified Charitable Distributions Guided Path 7-4 Donor-Advised Funds Guided Path 6-4 Exiting Your Business From A Legal Standpoint   Connect with Capita Financial Network: info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network

Episode 68: Alex Lieberman (@businessbarista) interviews Ankur Nagpal (@ankurnagpal) about maximizing your equity as a founder. Startup equity can be confusing and daunting, but it could also be the difference of millions of dollars in your pocket or the government's pocket. There are tried and true ways to structure startup equity and Ankur knows how to do it exceptionally well. The two talk about QSBS, Charitable Remainder Trusts, and the impact of co-founders on your equity.   Carry: https://carrymoney.com/ Carry's Blog on Founder Finances: https://carrymoney.com/learn Send us an email and let us know what you think of the idea! foundersjournal@morningbrew.com Grow more (and stress less) with Brex: brex.com/foundersjournal #FoundersJournal #Startups #Entrepreneur Listen to Founder's Journal here: https://link.chtbl.com/OV4W93_W Watch Founder's Journal here: https://www.youtube.com/@FoundersJournal/  Subscribe to Morning Brew! Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! Instagram - https://www.instagram.com/morningbrew/ Twitter - https://twitter.com/MorningBrew Tik Tok - https://www.tiktok.com/@morningbrew Follow Alex! Alex Lieberman (@businessbarista) Learn more about your ad choices. Visit megaphone.fm/adchoices

Charitable Remainder Trusts If you aren't sure what this is, you should listen to this one! Then contact me to figure out what the best strategy for your own assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

A legal scholar explains a new law allowing IRA owners to transfer up to $50,000 directly to a charitable gift annuity or Charitable Remainder Trust. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Host Brian Harte and Adam Eltarhoni speak again to Chris Hanks for the second part of this three-part episode dealing with Trust Accounts. We will discuss Revocable, Purpose, Funeral, Charitable, Special Needs, Spend Thirft, Medicaid Asset Protection, and Totten Trust accounts. Support the show

Tax Planning with Trusts - Charitable Remainder Trusts Thank you for listening to another episode of Wealth Game podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For topic suggestions, questions to cover, or collaboration requests please email questions@wealthgamepodcast.com. For additional information and links to all available platforms please visit our website at www.wealthgamepodcast.com

Brent chats about how discounts abound in transfer tax planning (estate and gift tax)! Although sometimes discounts come from ownership of entities, like FLPs, that is not always the case. Charitable Remainder Trusts, Charitable Lead Trusts, Grantor Retained Annuity Trusts, Private Annuities, and Remainder Purchase Marital Trusts, all use discounts that are required in the Internal Revenue Code and the regulations. These discounts can be substantial and helpful depending on the 7520 rate. Brent discusses how that is so, how the regulatory discounts are calculated, and how they can be used to your or your client's advantage.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy. Read the Article: https://www.henssler.com/financial-planning-and-giving-unlocking-the-potential-of-an-unexpected-windfall 

There are 4 unique reasons Charitable Remainder Trusts are good options for your Estate Plan. In this video, Peter Richon with Richon Planning and Erin Kennedy explain how a #crt works: it is an irrevocable trust that allows you—or a designated beneficiary—to receive an income stream for life. After you die, the remainder of the assets in the trust are donated to your charity (or charities) of choice. Peter also walks through those 4 benefits, including: You Can Save on Taxes 2. You Can Increase Your Income 3. You Can Support Worthy Causes 4. You Can Protect Your Money from Creditors  Naming the trustee should be a thoughtful decision since a CRT is an irrevocable trust. If you'd like to learn whether a CRT makes sense for you or your family, please feel free to reach out to Peter by calling (919) 800-5886 or by making an appointment at www.RichonPlanning.com

1) Charitable Donation Recipients. 2) Charitable Non-Refundable Tax Credit. 3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts. 4) Donating Capital Property. 5) Donations While Alive versus via a Will. 6) Charitable Remainder Trust. 7) Using Life Insurance. 8) Donating Qualified Publicly Traded Securities. Guest: Michelle Coleman Michelle is a member of MNP's Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals. Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term. Michelle's services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate. Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada's In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020. Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019. Contact: Michelle D. Coleman, CPA, CA, TEP, CEA PARTNER, TAXATION SERVICES DIRECT 780.733.8622 PH. 780.451.4406 FAX 780.454.1908 TOLL FREE 1.800.661.7778 10235 101St N.W. Suite 1600 Edmonton, AB T5J 3G1 michelle.coleman@mnp.ca mnp.ca

Historically, many Americans have been quite charitably inclined. If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes when donating to your favorite organizations. In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) … Continue reading Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65) →

What are good questions to ask your financial professional in times of economic turmoil?  Kelley Slaught covers some of these including long-term planning, diversification, and whether or not to change course.  She also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. You can reach Kelley Slaught by calling 800-838-8060. California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

What are good questions to ask your financial professional in times of economic turmoil?  Marty covers some of these including long-term planning, diversification, and whether or not to change course.  He also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

What are good questions to ask your financial professional in times of economic turmoil?  Paul Roberts covers some of these including long-term planning, diversification, and whether or not to change course.  He also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth ManagementSee omnystudio.com/listener for privacy information.

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

On this episode Mike Jesowshek, CPA talks with Guy Baker about Charitable Remainder Trusts (CRT) and how they can be used to eliminate capital gain taxes.1) What Is A Charitable Remainder Trust (CRT)?2) How Does A Charitable Remainder Trust (CRT) Work? 3) What Are Things to Consider With A Charitable Remainder Trust (CRT)? 4) What Different Types of Charitable Remainder Trusts (CRTs) Are There?5) What Are The Downsides Of A Charitable Remainder Trust (CRT)?6) Want An Introduction To Our Preferred CRT Vendor?LINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/how-can-i-use-a-charitable-remainder-trust-crt-to-eliminate-capital-gainsJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax  --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/how-can-i-use-a-charitable-remainder-trust-crt-to-eliminate-capital-gainsJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com

#62: Estate Planning experts Patrick Hicks from Trust & Will and Mani Mahadevan from Valur join me to discuss all the fundamentals of estate planning and what you need to do to protect yourself and your family. We also dig deeper into advanced tactics commonly used by high net worth families to mitigate taxes, grow their savings and preserve their wealth for the future.Patrick Hicks, J.D. LL.M.  is Head of Legal with Trust & Will, serving as their General Counsel overseeing all attorney-related operations, including regulatory efforts and legal affairs.Mani Mahadevan is the Founder and CEO of Valur a company created to help entrepreneurs and investors keep more of their hard-earned gains.Full show notes at: https://www.allthehacks.com/estate-planning-patrick-hicks-mani-mahadevan Partner DealsVuori: 20% off the most comfortable performance apparel I've ever wornAthletic Greens: Free 1 year supply of Vitamin D and 5 free travel packsTrustworthy: 20% off The Family Operating System®Daffy: Free $25 to give to the charity of your choice Selected Links From The EpisodeConnect with Patrick: Twitter | Instagram |  LinkedIn | WebsiteConnect with Mani: Twitter | LinkedIn | WebsiteAll the Hacks Newsletter: Protecting Your Family with Estate Planning (what you need to know and do)Trust & Will: Get 15% off any estate plan at Trust & WillValur: Get 3 months of trust administration free when you mention All the Hacks during signupValur Blog PostsValur Charitable Remainder Trust GuideTax Planning Guide for EmployeesSave on taxes even if you have already realized your incomeValur Crypto Tax Planning GuideTrusts 101 Full Show Notes Three core functions of a will and who needs one [1:34]Patrick describes the process that happens when a person passes away without having a will [04:37]Two types of debt and what happens to your liabilities when you pass away [09:00]The core difference between an estate plan and a will [10:53]Common documents found within healthcare documents, the nuances of creating them, and in the case of becoming incapacitated, potential problems of not having one [12:07]Benefits of a revocable living trust and how they compare to a will [16:42]The probate process, time frame, and general expenses involved [19:59]Circumstances to consider when choosing to use a service or online template vs hiring an attorney [25:16]More benefits of choosing to set up a trust [29:10] Administrative and financial responsibilities and requirements of a trustee [30:48]Conversations with the people you've chosen to manage your estate plan [37:04]Updating your estate plan [38:58]Trustworthy storage of your important documents and the importance of telling people how to access them if necessary [40:09]Patrick's tips, tricks, and hacks on protecting your family in the event of your death [41:30]Chris shares the deal that Trust & Will has for All the Hacks listeners [44:29]Overview of tax and estate planning [46:20]Explanation of charitable remainder trusts, how they're beneficial to charities, and how to make the tax benefits work for you [49:43]Two investment restrictions and the downside of investing in charitable remainder trusts [54:48]Minimizing estate taxes by using GRATs (grantor retained annuity trusts) in your estate planning [58:02]Avoiding taxes in a high-income year through the use of charitable lead annuity trusts and how they compare with donor-advised funds [1:04:26]  Tax opportunities and other benefits of using ILITs (irrevocable life insurance trust) [1:11:30]Chris shares advice about life insurance and describes the benefits of setting up an LLC for your family [1:13:41]Three categories of estate planning tactics [1:16:17]Using stretch IRAs, implications of the Secure Act, and finding and using technology to take advantage of opportunities [1:19:25]Ways that Valur is trying to make estate planning more accessible and affordable, and how to find out more about the company [1:25:01] SponsorsTrustworthyTrustworthy is a secure online service that helps modern families protect, organize, and optimize their important information — ID's, Money, Property, Passwords, Insurance, Taxes, Legal, Emergency Instructions and the Family Archive. Trustworthy gives you a system of record for all your family information and lets you share it with loved ones, collaborate with trusted professionals like your accountant or wealth advisor and helps you keep everything up to date and on track so you never have to pay a late fee or penalty again.So if you want to set up your Family Operating System and be prepared for all of life's moments you can get 20% off and a free 14-day trial at allthehacks.com/trustworthy DaffyDaffy is a not-for-profit community built around a new modern way to give, with a mission to help people be more generous, more often. Daffy makes it so much easier to put money aside for charity. You can make your tax deductible contributions all at once. Or you can set aside a little each week or month. Then anytime in the future, you can give to more than one and a half million charities, schools, and faith-based organizations in a matter of seconds. So you can separate the decision to give (and get your tax deduction) from deciding exactly which organization you want to support and when. My favorite part is that you can invest your contributions to your Daffy account so they can grow tax-free to let you have even more impact in the future. To start giving today and get your free $25 to give to the charity of your choice, go to allthehacks.com/daffy Athletic GreensAthletic Greens is a foundational nutrition drink designed to remove the friction from covering the daily nutritional needs of a modern diet. It combines more than 9 essential nutrition products into one convenient and great-tasting drink, giving you an easy and efficient way to get you daily multivitamin, multimineral, probiotic, prebiotic, functional greens blend, immune support complex and more. It contains no GMOs, no harmful ingredients and no artificial colors or sweeteners.Right now, Athletic Greens is going to give you a free 1 year supply of immune-supporting Vitamin D and 5  free travel packs with your first purchase. To take ownership over your health and pick up the ultimate daily nutritional  insurance visit allthehacks.com/athleticgreens VuoriVuori is a new and fresh perspective on performance apparel. Perfect if you are sick and tired of traditional, old workout gear. Everything is designed to work out in, but doesn't look or feel like it. The product is incredibly versatile and can be used for just about any activity like running, training, swimming, yoga; but also great for lounging or weekend errands.To get the most comfortable and versatile clothing on the planet with 20% off your first purchase (plus free shipping on any US order over $75 and free returns) visit allthehacks.com/vuori Connect with All the HacksAll the Hacks: Newsletter | Website | Facebook | EmailChris Hutchins: Twitter | Instagram | Website | LinkedIn

In this episode of the Planned Solutions Incorporated Podcast, the inflation breakeven rate is derived by comparing the interest rates paid on nominal Treasury bonds to the rates paid on inflation-protected Treasure bonds. It is a way for economists to gauge the inflation expectations of investors who are investing real money in these markets, as opposed to opinion surveys, making the inflation breakeven rate a historically more accurate gauge of future inflation. Recently this indicator has been falling signaling that inflation in the US may have peaked in the near term. Also, When 529 plan funds are left over after higher education expenses have been met there are several options for account holders. These include transferring the beneficiary to the next generation, using the 529 plan funds to pay down student loan balances, or taking a nonqualified distribution from the 529 plan in which the growth in the plan may be subject to income taxes and penalties. And, Charitable Remainder Trusts (CRTs) can be a valuable tax planning tool for individuals who own appreciated assets outside of a retirement plan, want to convert those asset values into an income stream, and have a desire to donate funds to charity after their passing. CRTs allow a donor to achieve all of these goals in a tax-efficient way. In addition, the beneficiary may benefit from income payments over a specified period or their lifetime with any remaining assets in the trust at the beneficiary's death going to charity. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- Identity theft and fraud continue to be all too common. However, several best practices can be used to protect yourself: 1. Be suspicious of unsolicited phone calls, e-mails, and text messages asking you to send money or disclose personal information. If you receive a suspicious call from an individual or institution do not accept it, hang up, and call back using a known contact number. 2. Be cautious when sharing sensitive information and conducting personal or confidential business via e-mail since it can be compromised and used to facilitate identity theft. 3. Do not disclose personal or sensitive information on social media sites, such as birth dates, contact information, and mother's maiden name. 4. Do not verbally disclose or enter confidential information on a laptop or mobile device in public areas where someone could see, hear, or access your information. 5. Verify payment requests you receive by using a known phone number or e-mail. 6. Do not click on links in e-mails unless you have verified with the sender that the e-mail is legitimate. Please mark your calendars if you will be able to attend. Date: Friday, September 9th, 2022 Location: Rancho Murieta Country Club – South Course 7000 Alameda Drive ancho Murieta, CA 95683 Time: 12:30 pm shotgun start with a dinner to follow All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the dinner. Chase Armer's book- Financial Planning Insights is now available at: www.amazon.com/Financial-Planning…1586894022&sr=8-1 To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com

Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too! In this segment, Josh and Les discuss the benefits of a charitable remainder trust for single people or people without children. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too! In this segment, Josh and Les discuss how the average person can use a charitable remainder trust as a tax strategy. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Mark Kohler is a best-selling author, speaker, attorney, and CPA. He works with clients across America to use strategic wealth management and tax strategies to build their wealth and KEEP their wealth. Mark explains the crypto tax strategies he employs, such as Revocable Living Trusts, Charitable Remainder Trust, tax free crypto gains with a Roth IRA, and more!   Mark is a partner at KKOS Lawyers, you can find them here: https://kkoslawyers.com/ You can find the Crypto Legal Summit recordings here: https://cryptolegalsummit.com/ And get tickets to the Crypto Tax Summit here: https://cryptotaxsummit.com/   ***Connect across your favorite social platform: https://linktr.ee/Joerobert ***Subscribe to the podcast: http://bit.ly/JRPodcasts

Episode 04 Being charitable - raising more money with other people's money. Featuring Randy Fox, Partner, Two Hawks Consulting – Alpha Tax with Matt Chancey There are very few people who really understand or have the depth of knowledge to handle wealth transfer of high-end estates. Randy Fox is a Certified Financial Planner and Credited Estate Planner is one of the nation's leading experts on advanced estate planning and planned giving. He is a partner at Two Hawks Consulting and founded the Ten Billion for Charity movement. Randy is also a regular contributor to the Wealth Management website and Editor at Large of the Planned Giving Design Center. The conversation goes in depth with a case study, along with other important information. Highlights include: The lack of advisors who have the knowledge to help high-net worth families. An explanation of a Donor Advised Fund, DAF. The difference between a Charitable Remainder Trust, CRT, and a Pooled Income Fund. A case study walk-through when someone has some charitable intent and wants to avoid capital gains. The strategy of tax deductions and examples of pay outs. A software tool to hope other professional advisors like a CPA or attorney. Enjoy the show! Connect with Randy: Website: https://www.twohawksconsulting.com/about-us Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we're talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We'll share the answers in today's show.   TIMESTAMPS:  0:41 – What is a charitable remainder trust? 2:25 – Difference between donor-advised fund 3:02 – How it works 6:30 – Capital gains taxes 7:45 – Selling a business 10:19 – Tax benefits 13:52 – Leaving money to children 17:00 – Leaving 10%   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

This week Brent discusses charitable remainder trusts. He covers how they are structured, what types of assets can be contributed (or not), how they operate,Continue reading

ABOUT ROB FOTHERINGHAMRob is a founding partner of Vial Fotheringham, LLP. He was first admitted to practice in the states of Utah and Nevada in 1986 and later admitted to practice in Oregon after relocating in 1989. Rob regularly advises estate and business planning clients and assists with the establishment of wills, revocable and irrevocable trusts, corporations, partnerships, limited liability companies, charitable giving strategies, powers of attorney for financial decision-making, and advance directives for health care. The majority of Rob's clients are referred to him by other legal, financial, accounting, and real estate services professionals who have come to rely on him for providing their clients with competent and reasonably-priced estate and business planning legal services. Rob is a proud father of 5 children and his wife of 38+ years is his paralegal and best friend.   THIS TOPIC IN A NUTSHELL[01:30] His career background[02:00] Why estate planning is an upbeat law practice[03:00] About the company: Vial Fotheringham LLP[03:50] Concept and history of Trusts[05:10] Law of Equity or Law of Fairness[07:00] Main use of Trust nowadays[11:41] Other situations or issues where estate planning is used for[12:25] Trust as a tax reduction vehicle [14:54] Different types of Trusts[17:09] Gifting a property with a mortgage[19:00] Benefits of Foundation and Charitable entity in estate planning[22:16] Charitable Remainder Trusts [25:26] Why should younger individuals have an estate plan?[26:20] Importance of having a Will of testament [29:36] Types of Trusts that are beneficial to RE investors[30:59] Downside of Irrevocable trusts[31:32] Taxes for Trusts  [34:33] Grantor defective trusts[38:17] Advice to his 25-year-old self[39:54] First Entrepreneurial endeavor[41:36] His Formal and Informal training that shaped his journey[43:36] The Deal that got away[45:22] Best way to reach out to Rob KEY QUOTES[06:50] The main use of Trust nowadays is that it's a way for people to hold their own assets for themselves. It's like taking out everything in your pocket and putting it in your other pocket and calling it your Trust pocket. By doing that, it avoids a lot of disadvantages of owning a property in your own name. For example, if you die, your family has to go to a probate or court proceeding that could take months to years as a mandated process, however, if you have a Trust, it avoids the need to go to court and makes it convenient to transfer assets to your family.  [37:08] You can be a pig when it comes to tax avoidance, just don't be a hog. Take your fair share, do as much avoidance as possible, be as aggressive as you can be, but don't be fraudulent and avoid every possible tax and creditor because usually you will pay a much higher price in the end.  [41:48] Estate planning is a deeply intimate law practice with people's lives. When they come to me, they're not just looking to sell or be sold a trust or a will. They're coming to you to talk about their family, and a lot of their family issues are very painful or distressing to them. I can sit there and talk about legal structure but really a lot of times what they're asking me is “Hey, Rob, what would you do?”. I need to take my hat off as a lawyer and be somebody who they can relate to and talk to them about how to handle their estate plan.    SUMMARY OF BUSINESSVial Fotheringham, LLP - A mid-sized law firm formed in 1998 with offices in Oregon, Utah, Arizona, and Colorado providing a broad range of legal services to individuals, businesses, and homeowner associations. Areas of particular emphasis include estate planning, real estate transactions, business entity formation and advising, commercial litigation, homeowner association representation and assessment collections, and construction-defect litigation.     ABOUT THE WESTSIDE INVESTORS NETWORK  The Westside Investors Network, is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  The Westside Investors Network strives to bring knowledge and education to the real estate professional that is seeking to gain more freedom in their life. The host's AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #investmentproperty #realestate #investment #property #realestateinvesting #realty #propertyinvestment #investing #realestateinvestor #investor #investments #properties #investmentproperties #realestateinvestment #business #REinvesting #beyourownboss #entrepreneur #entrepreneurlife #coaching #motivation #mindset #business #success #mindfulness #goals #mentoring #success #estateplanning #trusts #estate  #trustplanning #lastwillandtestament #lawyers #revocabletrusts #irrevocabletrusts #taxreductionvehicle #capitalgain #probate #attorney #wills #financialplanning #willsandtrusts #estateplan #estateplanningattorney #powerofattorney #guardianship #trusts #elderlaw #financialfreedom #law #livingwill #money #familylaw #probateattorney #legal #assetprotection   YOU MAY CONTACT ROB FOTHERINGHAM VIA:Phone No: 503-684-4111Email: rcf@vf-law.comWebsite: https://vf-law.com/LinkedIn: https://www.linkedin.com/in/rob-fotheringham-2253b39/ Social media:  Facebook: https://www.facebook.com/vial.fotheringham.1Instagram: https://www.instagram.com/vf_lawyers/Twitter: https://twitter.com/vflawyersYouTube: https://www.youtube.com/user/VialFotheringhamLLP     CONNECT WITH US For more information about investing with AJ and Chris: ·       Uptown Syndication | https://www.uptownsyndication.com/ ·       LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management: ·       Uptown Properties | http://www.uptownpm.com ·       Youtube | @UptownProperties    Westside Investors Network ·       Website | https://www.westsideinvestorsnetwork.com/ ·       Twitter | https://twitter.com/WIN_pdx ·       Instagram | @westsideinvestorsnetwork ·       LinkedIn | https://www.linkedin.com/groups/13949165/ ·       Facebook | @WestsideInvestorsNetwork ·       Youtube | @WestsideInvestorsNetwork                 

Learn all about financial education and personal financial management in this episode segment with John Brandy on the Simple Success podcast. Learn more about Simple Success with John Brandy using our all-in-one access link here Visit the Simple Success with John Brandy website today! Learn all about financial education and personal financial management in this episode segment with John Brandy on the Simple Success podcast. Learn more about Simple Success with John Brandy using our all-in-one access link here Visit the Simple Success with John Brandy website today! A simple way to let everyone know, in advance, what you want to have your money do for you…and for others…and, even after you're gone. SHOW NOTES Techno King: John C. Brandy C-Goal Example: Shola Salako Fact-Checker: Abraham Lincoln French Consultant: Virginia Mitchell Media Expert: Favour Obasi-Ike Psychologist: Sigmund Freud Rabbit Hole Advisor: Dr. Marg Perrott Sound Designer: Gugliemo Marconi Spanish Consultant: Cameron J. K. Brandy Videographer: Alfred Hitchcock Audio Props: Les Paul Inspiration: Napoleon Hill, Earl Nightingale & Bob Proctor Subscribe to Simple Success Here: https://podcasts.apple.com/us/podcast/simple-success/id1549566678 Support Simple Success Here: https://anchor.fm/simplesuccess/support Send Us A Message! https://anchor.fm/simplesuccess/message Podmatch Host Profile https://podmatch.com/hostdetailpreview/1611285111512x890580376127176400?return=true Podmatch Guest Profile https://podmatch.com/guestdetailpreview/1611285111512x890580376127176400?return=true Music Credit: “Cute” by “BenSound” from http://www.freesound.org --- Send in a voice message: https://anchor.fm/simplesuccess/message Support this podcast: https://anchor.fm/simplesuccess/support

Charitable Lead Trusts and Charitable Remainder Trusts, you may have heard about them but you probably don't know how they can benefit you, and your future. Russell James, J.D., Ph.D., CFP; is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Russell is going to discuss with Joe all about the charitable options that are available to you and your family. Everything you need to know to get started in the process of charitable giving and how to monitor it over your lifetime. You can reach Dr. Russell James at @GenerosityProf on twitter and https://www.linkedin.com/in/encouragegenerosity Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Charitable Remainder Trusts and Charitable Lead Trusts. What are they? Do you have one? Maybe you should! Joe sat down with John Smallwood of Smallwood Wealth Management to discuss these two types of trusts, and what you need to know to get started. As well as all the tax benefits that go along with them.  You Can Find John Smallwood at: https://www.smallwoodassociates.com Facebookhttps://www.facebook.com/SmallwoodWealthManagement LinkedIn https://www.linkedin.com/in/john-l-smallwood Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.