Understanding Trusts with Amanda Peck
Think trusts and estate planning fare just for the ultra wealthy? Amanda Peck talks about why that’s not the case, and how ordinary folks can easily access and benefit from using them!
Listen to us On
About the Episode
LifeBlood: We talked about the realities of trusts in America and how they are only for the most affluent people. How estate planning and the use of trusts can create a sense of organization around family matters and what you’d like to have happen when you’re gone.
We discussed the dangers of leaving assets to children outright and how to think and approach that process, the value of having a third party in charge of administering trusts due to the complexity of legal and accounting considerations, as well as the interpersonal stress that money can cause.
We talked about the reality that money changes behaviors and even though relationships are solid now, it doesn’t guarantee they will remain that way when you’re gone.
How Covid has taught us the need to control whatever controllables we have, and reminded us of our mortality, and how proper planning can give us peace of mind, which is of immense value, and what the estate planning and trust process actually looks like with Amanda Peck, the Director of Inside Sales at Independent Trust Company of America, a national leader in trust services on a mission to provide a space where families can be protected and cared for.
Listen to learn why trusts and estate planning are not just for the ultra wealthy, and how ordinary folks can easily access and benefit from them!
For the Difference Making Tip, scan ahead to 16:37!
You can learn more about Amanda at IndependentTrust.com and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.
You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com.
George Grombacher
Lifeblood Host
Amanda Peck
Guest
More Episodes
Becoming a Life Coach with Frank Macri
EPISODE #1085 Becoming a Life Coach with Frank Macri We talked about how the pandemic changed life coaching, what the future holds for the career, what it takes to be successful, and how to get started!About the EpisodeLifeBlood ENGAGE: We talked about how the...
Financial Planning with Bryan Koslow
Financial Planning with Bryan Koslow We talked about the value of combining intellectual curiosity with matters of the heart and the importance of being a leader in one’s community. Comprehensive financial planning and all the different variables and components that...
Getting Customer Reviews with Eric Edelist
Getting Customer Reviews with Eric Edelist We talked about the differences between local and national SEO, how to refine your approach for success, how to utilize different mediums for content, and the value of great customer reviews! About the EpisodeLifeBlood BRAND:...
Systematizing Your Business with Mark Rockwell
Systematizing Your Business with Mark Rockwell We talked about the challenges of entrepreneurship, how to implement practical and usable systems, why making changes like this will take time, and how to get started!About the EpisodeLifeBlood ENGAGE: We talked about...
State Taxes with Jason Parr
State Taxes with Jason Parr We talked about the Supreme Court case that changed the rules for ecommerce and state taxes, how to determine your potential tax liability, and what to do if you haven’t been paying taxes up until now!About the EpisodeLifeBlood NUMBERS: We...
Living Longer and Healthier with Dr. Darrell Misak
Living Longer and Healthier with Dr. Darrell Misak We talked about how the cause of disease is deficiency, bioelectronic chemistry, how to bring our bodies back into proper balance, and how to get started!About the EpisodeLifeBlood BE WELL: We talked about how the...
Winning at SEO with Ken Knorr
Winning at SEO with Ken Knorr We talked about winning at SEO, the history of internet marketing and SEO, how to dominate search rankings, how to stay nimble and maintain success in a changing environment, and how “why” is the most important question with Ken Knorr,...
Private Company Ownership with Carine Schneider
Private Company Ownership with Carine Schneider We talked about the impact of small businesses on the lives of stakeholders, the importance of documenting ownership takes, how to be proactive versus reactive, and how to get started!About the EpisodeLifeBlood: We...
Cast your Vision with Cory Lee
Cast your Vision with Cory Lee We talked about value-based leadership, the importance of surrounding yourself with people who want you to be successful, the role accountability plays, and how to get started !About the EpisodeLifeBlood ENGAGE: We talked about...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!