Demystifying Trusts: Understanding Their Role in Estate Planning

EWM INSIGHTS

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D.

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

It has been said:

" It is not how much you make - it is how much you keep."

This pertains not only to assets one has accumulated , but to knowledge as well.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life!

So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family!

In this episode of the Advanced Planning Series we discuss

"Demystifying Trusts"

Session Topics:

• Demystifying Trusts
• What is a Trust
• Revocable vs. Irrevocable Trusts
• Federal Estate and Gift Tax Exemption
• Spousal Access and Special Needs Trusts
• Charitable Giving through Trusts

Get ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

You are welcome to share this episode with those in your circle who are on a similar path of learning.

Additional Notes and resources have been attached below.

Previous Session# 1

"From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman"

Can be heard here:

https://player.captivate.fm/episode/cb64a97b-ac45-4f81-aae3-5e873db05b5e/

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle.

Contact Information :

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: [email protected]

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Additional Resources: Research Links

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most -Nuveen
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal

Family Wealth Series 10 Questions Journal

Nuveen, Family Wealth Education Curriculum

Martindale-Hubble Database of Legal Professionals : www.martindale.com

The American College of Trust and Estate Council: ACTEC.ORG