Episode 55. The Smart Move: Protect Your Biggest Asset by Placing Your Home in a Trust
Apr 19, 2024
Pennsylvania - South Central PA
Email US
Click to Email Us
Episode 55. The Smart Move: Protect Your Biggest Asset by Placing Your Home in a Trust
Regardless of your financial situation, putting your home in an asset protection trust provides unparalleled benefits—it safeguards the wealth in your home, anticipates future healthcare needs, and minimizes taxation. Placing your home in a trust is not just a smart financial move, it provides you with the sense of security that comes with continued control and ownership of your home.
Estate tax planning trusts were used more when tax rates were much higher. But today, it makes more sense to use an asset protection trust. An asset protection trust that satisfies the look-back period ensures you won’t lose the home to creditors, reduces capital gains tax, and provides your children and grandchildren with greater inherited wealth.
Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes:
🍎 Apple: https://podcasts.apple.com/us/podcast/the-smart-move-protect-your-biggest-asset-by-placing/id1634278675?i=1000624726087
🎬 YouTube: https://youtu.be/rxD-hiL1dVo
🟢 Spotify: https://open.spotify.com/episode/4LKIZs6vpCr5J0UECEMPLb?si=4davi1pgQY6KbRg6oWzjXg
- To view the original version of this article visit youtu.be/rxD-hiL1dVo?si=cpV4hgvlEeAoSfnq
- Seniors Blue Book was not involved in the creation of this content.
Other Videos You May Like
From Personal Injury to Parenting Prodigies: Meet Craig Milsten
Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have teenagers who are exceptional performers and musicians. Yorks music communityespecially the York Symphony and the Youth Symphonyhave greatly influenced their children's musical development. You wont want to miss this discussion, which includes the remarkable musical journey of Craigs son, Andy. https://resultsyoudeserve.com/https://www.facebook.com/resultsyoudeserve/?fref=tshttps://www.youtube.com/channel/UCG6oF1dskVt2W5gAMRuh-Hw Apple: https://podcasts.apple.com/us/podcast/from-personal-injury-to-parenting-prodigies-meet-craig/id1634278675?i=1000638521983 YouTube: https://youtu.be/7MqK_9G4Z1k Spotify: https://open.spotify.com/episode/3XUAamw4KNnFQL0QAC6yJA?si=BZ0HkXU_Tayzr6cs6gbnJA
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care
Empowering Our Communities: The Impact of Good News Consulting on Dementia CareJeffs guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered dementia care since 1998. Members of the team also began serving as court-appointed guardians in 2004. With its advocacy, caregiver training, and resources for professionals and families, Good News Consulting continues to profoundly impact the quality and availability of dementia care in our state and communities. The companys website is loaded with wonderful resources. Visit http://www.goodnewsconsulting.com/ and follow us on Facebook at https://www.facebook.com/goodnewsconsulting. To get in touch, call 717-843-1504 or send an email to info@goodnewsconsulting.com. Apple: https://podcasts.apple.com/us/podcast/empowering-our-communities-the-impact-of-good/id1634278675?i=1000637008895 YouTube: https://youtu.be/l36eAC2E_ME Spotify: https://open.spotify.com/episode/0oqFrT5sUsJ2DTtUSgIDqF?si=YbpjSY-7Q-qs8QmapyIV7g
Ashley Day Law Mission with Elder Law
Ashley Day Special Needs & Elder Law can help you with Special Needs Planing, Estate Planning, Elder Law as well as Probate & Trust Administration.Ashely Day knows the stresses that come for families facing incredibly difficult circumstances even when having a legal plan in place - much less without one. That is why we seek to provide personalized services for individuals or families to help customize estate plans with the options that are right for them, specfically when it comes to special needs and elder care needs.Our office is located in beautiful Fairhope, Alabama. Call 251-277-3377 to find out how we can help.