Through the Pines Ep. 16 - Estate Planning and Trusts Part 2

Through The Pines · May 17, 2022 · 54m

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch would ride with you on a bicycle built for you, this is Through the Pines…

Estate Planning and Trusts Part 2 - Types of Trusts and Why You Need One

Our financial wizards this week include Rex Baxter, Brandyn Smith, and Dan Nelsen & Bryce Froerer

SNOW NOTES:

Estate Planning: Part 2

Types of Trusts: Asset Protection Trust / Businesses (LLC, S-Corp, etc.)

Funding Trusts

Special Needs

What is Medicaid and how does it differ from Medicare

How do you qualify for Medicaid

How can trusts help with this qualification?

Asset…