Tag: Trust Planning

FEATURE
Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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: 

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.

FEATURE
Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)

Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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

Connect with Kendalynn Mowery:

Connect with Peter: 

Schedule Time with Peter

CRN-7427415-121024

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.