What you need to know about Estate Settlement including…
What is an Estate Settlement
What generally needs to happen
What happens with your home
How personal assets are handled
Bank Account transfers
IRA Beneficiaries
Life Insurance implications
Annuity challenges
Why you need a Trust
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates
Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2
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This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.
Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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What you need to know about Estate Settlement including…
What is an Estate Settlement
What generally needs to happen
What happens with your home
How personal assets are handled
Bank Account transfers
IRA Beneficiaries
Life Insurance implications
Annuity challenges
Why you need a Trust
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates
Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2
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