“You can use the rollover relief, and you can transfer the assets... into a company, into a unit trust. That will help you avoid the 30% minimum tax on discretionary trusts”
SW
Stuart Weems
Investopoly ·
“The will can establish a trust, a testamentary trust, and it holds those assets for that beneficiary... income from assets... can qualify as accepted income for minors, taxed at normal adult rates”
Paul Benson, Guidance Financial Services · Financial Autonomy · UPDATED Beyond Building Wealth: 4 Things Your Retirement Plan Might Be Missing
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What was described
use testamentary trusts in wills to hold inherited assets for beneficiaries
Said nearby on the same subject
“Buy investment grade assets... Use leverage wisely... Hold for the long-term... Invest in the right structures... Manage your cash flow.”
MY
Michael Yardney / Metropole team
Property Investment & Wealth Creation Australia | The Michael Yardney Podcast ·
“You're able to inherit from those if you're hopefully using the FedRAMP version because if not, you're going to have a problem. But if you have the FedRAMP versions of those that because you're going to be storing CUI in them, then you're going to use those identity managements.”
BG
Bobby Guerra
Climbing Mount CMMC ·
“The trust and the transparency that we have with our clients is our number one asset… we don’t have outflows, and then we don’t have to deal with selling stocks at the worst possible time.”
SJ
Steve Johnson / Forager Funds
Equity Mates Investing Podcast ·
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