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Up Your Assets· Ep. 25

Up Your Assets ~ Estate Planning After the One Big Beautiful Bill: New Rules, New Strategies

Ray Ferrara is joined by estate planning attorney Nick Grimaudo! The two discuss recent changes in estate planning, which made estate tax rules permanent. From proper asset titling to the strategic use of trusts, there’s more than one way to slash probate costs, guard against creditors, and shape your legacy. Even if you're below the exemption threshold, there are income tax benefits and planning tactics that could save you big. Are you taking the right steps now?

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Ep. 26
Up Your Assets: Trust Companies Explained—Preserve Family Wealth & Protect Your Legacy
Ray and James A. Combs, Jr. , the President and CEO of National Advisors Trust Company, discuss the intricacies of legacy planning and the role of trust companies in estate planning. They explore the advantages of using a corporate trustee, the benefits of the directed trust model and the importance of professional expertise in managing trusts. Jim shares insights on the unique offerings of National Advisors Trust and their approach to asset management.

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