EPISODE · Jun 21, 2024 · 46 MIN
Why You Need a Trust
from Through The Pines · host Through The Pines, The Banyan Collective
Setting Up Your Revocable Living Family Trust Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust? We tackle these questions on this episode of Through The Pines… Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com 2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award - Financial Advisors: Baxter, Smith & Associates Contact: [email protected] Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/ Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2024
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Why You Need a Trust
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