Why You Need A Family Trust

Setting Up Your Revocable Living Family Trust

 

• Why do we use Trusts
• What are the parts that make up a Trust
• What is the lifecycle of a typical trust?
• What other documents do people usually have prepared when doing their revocable living trust?

 

We tackle these questions on this episode of Through The Pines…

 

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines.

 

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com

 

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

 

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2024