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Search Results : designated beneficiary

Podcasts

The following listen on-demand podcasts matched your search results for: designated beneficiary
Finishing Well
Hans Scheil
April 22, 2023
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss designated beneficiaries Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
March 11, 2023
There are unique reasons Charitable Remainder Trusts are good options for your Estate Plan In this video Peter Richon with Richon Planning and Erin Kennedy explain how a crt works it is an irrevocable trust that allows you or a designated beneficiary to receive an income stream for life After you die the remainder of the assets in the trust are donated to your charity or charities of choice Peter also walks through those benefits including You Can Save on Taxes You Can Increase Your Income You Can Support Worthy Causes You Can Protect Your Money from Creditors Naming the [... more]
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