2023 Personal Trust Q&A Podcast

See the Video Recording here: https://us02web.zoom.us/rec/play/BYRfgH8qDXg9tTBYUADe1HpzEcp2MNFTB3niFP75I_98VrWPhWmJfr6hb8fsXXm0h-ufRgAaEnrH4guc. LhrdaQg64BlmZYK9?autoplay=true&startTime=1675444116000 Access the Live Transcript here:  https://otter.ai/u/qiIPE9o5_VJ3HeMzGpdxxTaMhcM?utm_source=copy_url Applying for Credit Cards in the name of your Trust. We recommend: Divvy:  https://www.getdivvy...

See the Video Recording here: https://us02web.zoom.us/rec/play/N6VumcymG_UJ1vfKrfnPeOcfwmT8MxbC3vGBecN4mp--zM6R5foePEPbKrCjiLuueMwlWYKwLBIgDEr1.nyrzU6tkpuBY0Dvx?autoplay=true&startTime=1675270993000 Access the Live Transcript here:  https://otter.ai/u/JkLnRM9DCZLHuQ1S3E9LNr4SMWk?utm_source=copy_url Applying for a Credit Card in the name of your Trust: Divvy -  https://www.getdivvy.com Chase In...

See the Video Recording here: https://zoom.us/rec/play/lRyxelkgl-sRyL81cdnXMEUmSUla5CiJpMrHFQVgSCNOkODrSJJFRU_yNkkVQk_qGNB9tArfNeHqtMoq. KnkfAleeRzqtdzHG?autoplay=true&startTime=1674839345000 Access the Live Transcript here: https://otter.ai/u/ncyqUUK_N-wPW4tjcSFzun1OXNM Blended Rates: https://www.abundancegroup.com/blendedrate Outline: -Transitioning from grantor trust to revocable trust. 2:0...

See the Video Recording here: https://us02web.zoom.us/rec/play/XSl93q-mJW7S9VyhjxBtY-5gvrHFuAjrB1VtVYEOmJoXQhmUIbWZl7iMUVmpH9H4sTKeq9XRA4mFm0CQ.l9GFlFhGdndOzpW0?autoplay=true&startTime=1674666330000 Access the Live Transcript here: https://otter.ai/u/jVo5L0bwkEo2OUh4TYmDHq6Tchc Looking to Establish credit in the name of your trust? The Chase Ink Business Card is a great option to start: Apply...

See the Video Recording here: https://us02web.zoom.us/rec/play/8_zsQ1QPSiltXzqJx-XaKHAm_DNtDEv_5Ej_MQ-rK3igVmYPMgKQrqA2wtBBDxZoeCZnengTUXefBN0p. Et35friv9gcN2u-M?autoplay=true&startTime=1674234131000 Access the Live Transcript here:  https://otter.ai/u/Z-vD5YOb9knZpS1B1Go60-E6AeM Filing the 1023-EZ Form for your Foundations Determination Letter: -After you know what the mission statement will...

See the Video Recording here: https://us02web.zoom.us/rec/play/MdYU4RW5D4yAK1AgEgDObVVWIanjnBqKPwnveF4YUAAvr5Rh6VHISswkRfzCxiPpO-_KqnJtrJUbgJpT.-lJ_Gi7V56G7xR_Y?autoplay=true&startTime=1674061697000 Access the Live Transcript here: https://otter.ai/u/mbXX5I-TDNBTdhdb8OUhzPc42W0 Outline: -What is the basis of the trust? 10:42 -What to do if you have to step down as trust protector and trustee....

See the Video Recording here: https://us02web.zoom.us/rec/play/qQzTP5YHPErjhbnbae6jAgbahrlHAy38ZENKlXHgzCMjkLHVgfUZ7R4TfIWL_wkBitxaXpbVQHgxBqw.nKHO1TvxH0_d05Qj?autoplay=true&startTime=1673629624000 Access the Live Transcript here: https://otter.ai/u/TnRFBPV7-cZZDMC1L9ls2ouYbkY Outline: -Fictitious name filing for business trust. 7:08 -Tax questions for the group. 12:50 -How do you create a tax...

See the Video Recording here: https://drive.google.com/file/d/1xb9XQA1rTQ33hsgC_GUl7wuPM_xtr2V9/view?usp=sharing Access the Live Transcript here: https://otter.ai/u/i5Pxzqf7Prlg6kdRQC_aE3RQPoo Decision Tree: https://www.abundancegroup.com/decisiontree Eviction Attorney in California: https://www.evict123.com Personal Trust Instructions: https://www.abundancegroup.com/instructions Not Filing a PCOR...

See the Video Recording here: https://us02web.zoom.us/rec/play/4GyQbW3RzC_Y9Dxv59Px-v7mBKIF4ptOZrCGooAl7Z6oYKZ5WcKbaFweFYR8hLGc6j-d6bxUWWy8vGlM.F18BxJDCpgXfaE7M?autoplay=true&startTime=1672851866000 Access the Live Transcript here:  https://otter.ai/u/_u04gAPzUla6PiEf58IeH1byCHw Looking to invest in life insurance? Get a free quote!: https://www.abundancegroup.com/insurance Don't forget t...

See the Video Recording here: https://us02web.zoom.us/rec/play/qg2OsZB_8tWGL2ef3D8fwqcKy5aGeKRXlcXQMkHAEMZ_aHG_tsuaERwdSsmRGrihviDkMX75zgDxaikz.2AACOzfwMKJYJBPX?autoplay=true&startTime=1672247132000 Access the Live Transcript here: https://otter.ai/u/jA7Nr0w1895j51B5XOoz5HWTk8w Outline: -What do you need to do to make sure all of these payment amounts go to the new personal trust instead of to...

See the Video Recording here: https://us02web.zoom.us/rec/play/i0rO7dytY5PWkmm964YmVb9OyMXDACKKjv9P3V0ODco4HESsrUeqdgqqsQCZOrg7QQBQCII--5j2XKn9.XOn_hCODg71IA1d4?autoplay=true&startTime=1671642716000 Access the Live Transcript here: https://otter.ai/u/40Yo3TB9s1aRkOZYZgA8nwAWDWU Canceling an EIN with the IRS: https://www.irs.gov/businesses/small-businesses-self-employed/canceling-an-ein-closing...

See the Video Recording here: https://us02web.zoom.us/rec/play/NXXgA2ng4mpMiiakba4878xYMOkgmIw7qVuoBogNp-IQiRQNz5rcDFXH2Zks-EOBe9-bl4ptjbyhr0ll.0O0yXKD8MTLsCEzk?autoplay=true&startTime=1671210408000 Access the Live Transcript here:  https://otter.ai/u/w96tGL5hEStCFm2Ul4b5NLPgQzE Renew Your Support Package for 2023: https://www.abundancegroup.com/2023support Looking to Invest in Life Insurance?...

See the Video Recording here: https://us02web.zoom.us/rec/play/JR8HYvHVDp_QoV5j7no7t4tdIsaz-t2aVInLvXAEs3faKMhLlkzPBcEBQKjiJA4b2Je0Cn5QSooRwu4l.7_Vt9fDXhjnW6GFD?autoplay=true&startTime=1671037869000 Access the Live Transcript here:  https://otter.ai/u/Q4oomchsl39CnYjSHq5bC0sEcfc Outline: If a client has income from an LLC in august, what do you need to do? -6:54 What’s the name of the division...

See the Video Recording here: https://zoom.us/rec/play/SLKPe2P7h-g3CPuyRevGIEHDPsOkdMO1DTrKIuChBrvnJn4KbsWvj720Z8DjcWn2VFnq6HtdyJZlVf5y.eEBOwHgjSjM4LQgy?autoplay=true&startTime=1670605845000 Access the Live Transcript here: https://otter.ai/u/PsKjzyiRZYEFEbPExqjNOvLl6IQ Don't forget to renew your Support Package for 2023!   If you haven't done so already, you may do so here: https://...

See the Live Recording here: https://us02web.zoom.us/rec/play/R57tpnE9ZOl0YHDhESxovGLL-RUZCihn0qDVUkCRl5ud2uF-s3Fx-2h8PrzeWnF8MkSv_M4qsdbdYDlT.8Zk9OmL1gIo40WXm?autoplay=true&startTime=1670432549000 Access the Transcript here: https://otter.ai/u/ZrmLpxrkEFYSFu8UFDnq6Lhfals Home Owner's Insurance: Nancy Solache Call: (407) 988-0022 Text: (407) 337-8903 Outline: How do we ensure that Wyoming...

See the Video Recording here: https://us02web.zoom.us/rec/play/gQUYrq2CsF0S5JiXTV3pTEYAB2-YO2It0I0TZg3ZBDG3pWDNJiszIWleMC0E3nUDMV5u8AicYvg1JAvN.-xMsnUGE7QztVuKM?autoplay=true&startTime=1670000481000 Access the Live Transcript here: https://otter.ai/u/XxoUgeLelB5HeAFfEqp0MZqHq0s?utm_source=va_chat_link_1 AGT Vendors: https://www.abundancegroup.com/vendors Opinion Letter Resources: *Anita Stebur...

See the Video Recording here: https://us02web.zoom.us/rec/play/Ca2o45iIVkm6KPSINUj2p2GDbUS5vXCsDCjoy1z25yXgPUcFVX23QNJ-hNd8PYuueBxLe-wyN_pCZ5ox. YJ6_7RjSsUG1eEwq?autoplay=true&startTime=1669827822000 Access the Live Transcript here: https://otter.ai/u/Yerg2rAfEoiyZCbcfWaBlOFppMg Outline: How to get access to the trust watch program for the entirety of 2019? -5:08 Could you play musical chairs...

See the Video Recording here: https://zoom.us/rec/play/YMGQQ_VFc0w0OIk47F9OmYuihid9ikiNVdKt-htzzLgfoeLNKTvrXOtqpZWRRlyZ1WSbMtZ0RFdLhcTs.alFVB8vCz4pDv-_0?autoplay=true&startTime=1668791201000 Access the Transcript here:  https://otter.ai/u/_Sk_lle5XRHQrJL2fKpYHPb2kRk Conveyances: http://www.abundancegroup.com/conveyances Notary Essentials: The Difference Between Acknowledgments and Jurats: http...

See the Video Recording here: https://us02web.zoom.us/rec/play/AO9x0olJjvgWzLoExWhrfgGPGf1PHDec4rPLnOdpHWdq_67bXrxPNmKIKfdc9gkRyoEFCgERMXz0B_UC.pRG2oazx3wl3m_1n?autoplay=true&startTime=1668618339000 Access the Transcript here: https://otter.ai/u/QevyrfI7iPXbVccQ1LNdDz8uuw8 Administrative Address Change: https://docs.google.com/document/d/1LTNYHF2a9D9rzXYH2QHjRB7riRdfb4cbKYFxy1zEXjI/edit Can Bi...

See the Video Recording here: https://zoom.us/rec/play/ek9lUcXkFiFl5mnnwjdW6AJSjT3SR4r0vEEFigDEBA7jAFnzmMyOfPi9oh57Dk2GRhr6IBmeaBk2eLwE.sNTaNt1lpkC-rCpX?autoplay=true&startTime=1668013475000 Access the Transcript here: https://otter.ai/u/MLyruVnsnq59KQE62p5Fo8ZK1As Wyoming LLC Instructions: https://sos.wyo.gov/Forms/Business/FLLC/FLLC-ArticlesContinuance.pdf Nationwide Registered Agent, Corpor...

See the Video Recording here: https://us02web.zoom.us/rec/play/aikepuoIVjJirtueE3RhgZEP8aw8wycRojpteuBioJtIKwO6Uw5hEfosnTyJggmTylVTFyY1x2SSMRZZ.PBn8rpzqLVV4Sazy?autoplay=true&startTime=1667577702000 Access the Transcript here: https://otter.ai/u/GZdFAl-ilvbPNJaqFEnZ1akMTos Wyoming LLC Instructions: https://sos.wyo.gov/Forms/Business/FLLC/FLLC-ArticlesContinuance.pdf All Podcasts are Now Up and...

See the Video Recording here: https://us02web.zoom.us/rec/play/QeHZ3YJfR_jeFVef5S_3TZ0sR_QjJ3C8r9Fi66HQb-_ztJgZNGmNQ_eeWqV1DprfxHdt5y7aAZJS2Fn-.vdm-e-bBUrcNNcGO?autoplay=true&startTime=1667405083000 Access the Transcript here: https://otter.ai/u/H6uP140Mq48Ml7BqiHNhLZyhb_M Looking to Invest in Life Insurance? Get a Quote! http://www.abundancegroup.com/insurance All Podcasts are Now Up and Runn...

See the Live Recording here: https://us02web.zoom.us/rec/play/jysc0R8nv2A9_3anHIR4k2piNZvvKfEhT8c42UnP4uomg6EQAPcQLLQNcTbFebGkBbaBKSzAN-xipfNG.ytNeU8uUTpQRf7_d?autoplay=true&startTime=1666800896000 Access the Transcript here: https://otter.ai/u/ZA5xCL0uQWKklGxyeng9umuSnZo Outline: -Dan’s celebration. (0:00) -Why you need an IP personal trust, not a regular personal trust. (1:43) -How do you ge...

See the Video Recording here: https://us02web.zoom.us/rec/play/ka-84xKfbqwOIZO_F5nRmEcAr0v69OCRAfQ0dwl20u7A6wUi8pUXyLJqYTeRBt3uOv8eY6BxkfQ8LZk.5OZnISkKTw37AZ9_?autoplay=true&startTime=1666368160000 Access the Transcript here: https://otter.ai/u/McVGVCcjAGU4lFZsDDmCnEl_Adc Crosspoint One Capital Investor Presentation: https://cpone.io/cptf.pdf If you're interested in investing, contact Dav...

See the Live Recording here: https://us02web.zoom.us/rec/play/d8UD8M1Cvp27vZu8juuKiavffEINPyxo48Uu-WlxP8LXMJ4A-NSk10APPbXwAsB0-KTjS0kfPAIcT0Rf.7ZQ1Dro9JNnIdGWj?autoplay=true&startTime=1666195773000 Access the Transcript here: https://otter.ai/u/4ISAMjdTMhgOg-Psgp_jqmApB4k Invest in Your Future with Life Insurance: https://abundancegroup.com/insurance Temporary Enhanced Business Meal Deductions...