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Asset Protection, Trusts, and Tax Strategies Explained with Alessandra Long
Manage episode 445586757 series 3558454
Contenuto fornito da Tom Suvansri. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Tom Suvansri o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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
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