How to Leave a Legacy // Through The Pines Podcast
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life
Portfolio & Risk Tolerance
Tax Planning
Qualified Charitable Distributions
Charitable Remainder Trusts
Estate Plans
Helping Grandchildren
We cover these topics on this episode of Through The Pines…
Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com
2022 & 2023 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -…
The skinny
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