Legacy Podcast - Identifying Your Trust Beneficiaries and 2023 Best Tax Strategies
It is important to understand who you want to pass your property and assets too. Also, you should know how and when to distribute your property to your trust beneficiaries. We will discuss the reasons why to add certain conditions in your trust language to control distributions made to your beneficiaries.
This Legacy Podcast will discuss the most common considerations for trust distributions to their beneficiaries and tax strategies. In this podcast, you will understand who can be trust beneficiaries and the considerations for trust distributions. Also, you will learn the best tax strategies you can implement for 2023 as a new business owner.
Cassandra Lynch, Esq., EA is an American licensed attorney with Legacy Tax Advisors, LLC. She offers advisory services for Wealth and Business planning including trusts, taxes, credit, and entity formation.
Check out our Legacy Trust Guide ebook or Audiobook for your general trust questions:
eBook📗: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideEbook
Audiobook🎧: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideAudiobook
Website: https://www.legacytaxadvisorsllc.com/
Understand the who can be beneficiaries of your trust to protect from the time-consuming and expensive probate process. Learn the best tax strategies you can implement in 2023 for new business owners.