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What’s the best way to protect and transfer wealth across generations?

In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning. 

Trusts can be a powerful tool in estate planning, offering more flexibility and protection than a traditional will, especially in wealth transfer across generations. Whether you’re considering lump sum or periodic disbursements, Kendalynn explains why trusts are not just for the wealthy or those concerned about beneficiaries’ spending habits. 

With insights into the diverse types of trusts, including special needs, revocable, and charitable trusts, this episode is a must-listen for anyone looking to safeguard their family’s financial future.

They discuss:

• An overview of what a trust is and its dual role in wealth management 
• The various types of trusts and their suitability for different needs
• The process and considerations in selecting a trustee, including the role of a corporate trustee 
• Why Nevada is a favorable state for trust administration
• And more!

Resources

• Overlooked Duties of a Successor Trustee

Connect with Kendalynn Mowery:

• LinkedIn: Kendalynn Mowery
• Website: Premier Trust

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

• Book a Call with Peter

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Disclosure: 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.