Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)
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Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs?
This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into asset protection, tax advantages, and creating a lasting legacy through thoughtful trust planning.
Kendalynn discusses:
- How Nevada’s favorable trust laws provide tax advantages, long-term flexibility, and robust asset protection
- Asset Protection Trusts, including who benefits most and why timing is critical for these structures
- Advanced trust structures such as SLATs, NINGs, and BDITs that address specific financial and estate planning goals
- The importance of tailoring trust structures to align with family and financial objectives with legal guidance
- How trusts simplify estate administration, reduce probate concerns, and help for multi-generational wealth preservation
- And more!
Resources
Connect with Kendalynn Mowery:
Connect with Peter:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule Time with Peter
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.